Abacus Planning Group Inc

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Assets, Funds, Holdings

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Abacus Planning Group Inc
CRD #107994
SEC #801-55414
CIK #0001602730
AUM$1.1 BB
Employees19
Phone803-933-0054
Address2500 Devine Street
Columbia, SC 29205-2400
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 10.7
UNP 117,760.0 10.1
AMZN 820,610.0 7.2
EFA 2.4
EEM 2.4
IWB 2.3
KO 197,430.0 1.4
APC 21,710.0 1.4
IWM 1.3
BAC 279,520.0 1.3
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Holdings by Sector ($BB)
Private Fund Fund Form D AUM ($MM)
Terrum Royalty Fund III LP PE 2014-12-08external 0.8
Periculum LP PE 2013-07-01external 1.2
Terrum Royalty Fund II LP PE 2011-10-18external 2.0
Tychee Opportunity Fund I LP PE 2009-06-09external 0.2
Terrum Royalty Fund LP PE 2009-05-01external 1.6
Terrum Real Estate Partnership I LP PE 2009-02-19external 0.6
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