Abrams Bison Investments, L.L.C. (Bethesda)


Abrams Bison Investments, L.L.C. is a large advisory firm based in Bethesda. It manages $2.2 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Maryland.

Abrams Bison Investments, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Abrams Bison Investments, L.L.C: assets under management

The assets under management (AUM) of Abrams Bison Investments, L.L.C. is $2.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 407% since the beginning of its operation, and $388.11 million of the total AUM is attributable to clients outside of the United States.

The firm manages $2.2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $734.98 million each.
Abrams Bison Investments, L.L.C has custody of $2.2 billion in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Abrams Bison Investments, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Abrams Bison Investments, L.L.C serves?

The only and largest group of clients of Abrams Bison Investments, L.L.C is pooled investment vehicles with 3 clients and $2.2 billion of assets under management. Among the 7 most similar advisory firms, Abrams Bison Investments, L.L.C has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.2 billion for 3 clients. 33% of the firm’s clients are foreign persons or businesses.

Abrams Bison Investments, L.L.C also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at Abrams Bison Investments, L.L.C.

The company employs 10 people that are either part- or full-time employees. 70 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Gavin M Abrams Managing member 1 Apr 2000 75% - 100% 5062781
John Edward Roe Chief compliance officer / coo 1 Jan 2005 Other 5062783
Sandra Missmar Chief compliance officer/coo 1 Nov 2010 Other 4689240
The Abrams 2012 Generation Trust Trust 1 Dec 2012 Other xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Denis S. Abrams Trustee 1 Dec 2012 Other 6313657

Based in Bethesda

The principal office where Abrams Bison Investments, L.L.C. performs its advisory services is located at 3 Bethesda Metro Center, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-657-5925 or by fax 301-664-8901. The normal business hours are 9am-5pm on Monday - Friday.