The ABACUS WEALTH PARTNERS is a privately held investment adviser that advises $3.59Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ABACUS WEALTH PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 4.24% over the last 5-years.
The Group has been registered with the SEC for 22.59 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 429 SANTA MONICA BLVD. SUITE 500, SANTA MONICA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 65 employees comprised of 37 investment and 28 non-investment staff. The total number of Employees increased by 1.56% over the last 5-years.
Their $3.59Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 27 other accounts. Assets of High Net Worth Individuals clients own $2.83Bn or 78.81% of Total Assets and Charitable Organizations own $390.65mn or 10.88% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ABACUS WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.