Abram Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Abram Asset Management provides discretionary and non‑discretionary investment advisory services to individuals, pension and profit‑sharing plans, trusts, estates, and charitable organizations, focusing on portfolio management and financial analysis. The firm implements diversified strategies across equities, fixed income, mutual funds, ETFs and other publicly traded securities and may execute options, warrants or other derivative and leveraged transactions with client consent.
The firm follows a balanced, research‑driven approach that emphasizes cost‑of‑credit analysis and credit‑spread comparisons alongside fundamental and technical research, macro/microeconomic analysis, and proprietary timing models. Portfolios are customized to client risk tolerance and liquidity needs, and Abram may use short‑term trading, short sales, margin and option strategies where appropriate and approved by the client.
What is distinctive about the firm is the principal’s substantial outside business: a family‑owned salad dressing and marinade manufacturer that provides a significant portion of the principal’s income and occupies roughly sixty percent of his time, a detail that may affect advisor availability. The principal also holds the CFA designation and the firm serves a small client base (13 clients) with concentrated assets, suggesting a highly centralized decision‑making structure and potentially more individualized portfolio construction.
Client services
Expertise
Fee options
Fixed fees reported in SEC Part 1 but not specifically detailed in brochure
Negotiable between 0.35% and 1.25% annually, calculated on an incremental basis
Hourly charges reported in SEC Part 1 but not specifically detailed in brochure
Account minimum: $100,000
Main office
Grosse Pointe Park MI
Advisors at this office
1
Most active in
Michigan
Also doing business as
Abram Asset Management · Abram Asset Management, Inc · Abram Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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