Abner Herrman & Brock LLC
Abner Herrman & Brock LLC (AHB) is an independent investment management firm headquartered in Jersey City, NJ. Founded in 1981, AHB specializes in customized separate account management, primarily serving financial advisors, high-net-worth individuals, and institutional clients nationwide. The firm manages assets for a wide range of account sizes, from $250,000 to over $50 million. As of June 2025, AHB manages approximately $2.6 billion in assets. A team-based approach defines their portfolio construction and client servicing. The firm employs around 30 professionals, with deep experience in the industry.
Investment Strategy
Abner Herrman & Brock offers bespoke, actively managed separate accounts with specializations in investment-grade taxable bonds, large-cap core equity, municipal bonds, and custom balanced portfolios. Their strategy is highly client-centric with portfolios tailored to individual client needs. Investment decisions are made by an Investment Policy Committee using a disciplined, team-based process that includes fundamental, technical, cyclical, and quantitative analyses. AHB invests directly in individual securities rather than pooled vehicles, emphasizing long-term client objectives and risk management.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 7.99% | $77.6M | 415,839 | $27.13 | $186.58 | +$10.9M |
I IBM | INTL BUSINESS MACHINES CORP | 4.22% | $41.0M | 145,206 | $146.23 | $282.16 | -$1.8M |
M MSFT | MICROSOFT CORP | 4.19% | $40.6M | 78,437 | $77.51 | $517.95 | +$2.5M |
N NFLX | NETFLIX INC | 4.15% | $40.3M | 33,613 | $465.27 | $1198.92 | -$5.4M |
J JPM | JPMORGAN CHASE & CO | 4.02% | $39.1M | 123,828 | $62.95 | $315.43 | +$3.3M |