Abacus Capital Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Abacus Capital Advisors LLC
CRD #309295
SEC #801-132208
CIK #0004841188
AUM 119.5 M (2026-03-30)
Employees 3 (100% Investors, 0% Brokers)
Phone954-361-4210
Address8181 West Broward Blvd
Plantation, FL 33324
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1209672482402010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 23 65.8
(b) Individuals (high net worth individuals) 25 53.7
(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 0 0.0
(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 80 119.5
By Discretionary
Discretionary 80 119.5
Non-Discretionary 0 0.0
Total 80 119.5
By Non-United States Persons
Non-United States Persons 50.1
United States Persons 69.4
Total 80 119.5
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
Comparable Firms State AUM
Fair Asset Management LLC
119.8 M
1650 Wealth Management LLC
FL 119.7 M
Money Management Concepts Inc
FL 119.6 M
Black Capital Management LLC
119.6 M
Hicks & Associates Wealth Management LLC
NC 119.6 M
Triad Investment Management LLC
CA 119.5 M
Yunistone Investment Group LLC
IL 119.5 M
Enspire Wealth Management LLC
CA 119.3 M
Rheeco Inc
MA 119.2 M
Greenport Capital Advisors LLC
MA 119.2 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com