The ABACUS PLANNING GROUP INC is a privately held investment adviser that advises $2.17Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ABACUS PLANNING GROUP INC 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 increased by 47.74% over the last 5-years.
The Group has been registered with the SEC for 28.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 2500 DEVINE STREET, COLUMBIA, SOUTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 5 investment and 25 non-investment staff. The total number of Employees increased by 87.5% over the last 5-years.
Their $2.17Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 21 other accounts. Assets of High Net Worth Individuals clients own $1.95Bn or 90.18% of Total Assets and Charitable Organizations own $97.58mn or 4.5% of Total Assets.
The Group's top investment strategies include Traditional LBO and Real Estate, representing 98.85% and 1.15% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 5 private funds with $12mn in assets.
The Group discloses fixed fees and management fees.
ABACUS PLANNING GROUP INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.