|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Abacus Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 309295 |
| SEC # | 801-132208 |
| CIK # | 0004841188 |
| AUM | $103.3 M (2025-02-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 954-361-4210 |
| Address | 8181 West Broward Blvd Plantation, FL 33324 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.8 |
| (b) Individuals (high net worth individuals) | 46 | 88.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 14.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 103.3 |
| By Discretionary | ||
| Discretionary | 51 | 103.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 51 | 103.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.3 | |
| Total | 51 | 103.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boston Asset Management Inc
✚
|
FL | 0.1 |
|
Greystone Financial & Estate Services Inc
✚
|
WA | 0.1 |
|
Petrie Capital Management LLC
✚
|
WA | 0.1 |
|
Geremia Financial Services LLC
✚
|
NJ | 0.1 |
|
International Management Advisors Ltd
✚
|
0.1 | |
|
1230 Advisors LLC
✚
|
NY | 0.1 |
|
Blue Curve Advisory LLC
✚
|
MD | 0.1 |
|
Yunistone Investment Group LLC
✚
|
IL | 0.1 |
|
Compass Investment Advisers LLC
✚
|
OR | 0.1 |
|
Inversiones SURA Corp
✚
|
FL | 0.1 |