Abernathy Group II Family Office

The Abernathy Group is a multi-family office based in New York, specializing in investment management for high-net-worth individuals. Established in 2010, the firm focuses on value-based investing and provides a comprehensive range of services, including asset management, estate planning, financial planning, accounting, and tax-related services. It also offers banking services, real estate support, and concierge services, ensuring that families receive tailored assistance to manage and protect their wealth. The executive management team oversees the firm's assets, emphasizing a commitment to innovative investment strategies and personalized client care.

Steven Holt Abernathy

Founder and Chairman

2 past transactions

Smartserv

Venture Round in 2000
Founded in 1993, SmartServ Online (NASDAQ: SSOL) is the leading Application Services Provider offering complete systems to extend financial and e-commerce businesses from the Web to the wireless marketplace. The world class "SmartServ" platform today offers a secure, scalable and reliable environment for application hosting and industrial-strength transaction order routing services. All SmartServ Online developed and hosted applications are accessible from the vast array of Web and wireless interactive appliances, including browser-equipped devices such as Internet-ready wireless handsets, as well as Palm and Windows CE devices.

Tricord Systems

Venture Round in 2000
Tricord Systems is a full-service fulfillment and direct mail company established in 1997, dedicated to assisting clients in developing their businesses. The company specializes in storing, picking, packing, and dispatching a diverse range of items, managing large volumes of orders efficiently. Tricord offers comprehensive mailing solutions, including data sortation, polywrapping, envelope insertion, postcard production, tabbing, and hand enclosing. It also provides tailored mailing solutions for specific market sectors, such as customer loyalty programs featuring barcoded vouchers and invoiced demands with branded payment portals. Through its services, Tricord aims to streamline logistics and enhance communication for its clients.
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