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 #1602730
AUM $1.0 BB (100% Disc, 100% US)
Employees18 (83% Investors, 0% Brokers)
Phone803-933-0054
Address2500 Devine Street
Columbia, SC 29205-2400
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal Facebookexternal
Total AUM ($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
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Terrum Royalty Fund III LP 2014-12-08external
0.0
1.8
PE Periculum LP 2013-07-01external
2.0
3.9
PE Terrum Royalty Fund II LP 2011-10-18external
0.0
2.3
PE Tychee Opportunity Fund I LP 2009-06-09external
0.0
0.5
PE Terrum Royalty Fund LP 2009-05-01external
0.0
2.1
PE Terrum Real Estate Partnership I LP 2009-02-19external
0.0
0.6
View All
Fund Directors # Filings # Firms 2011-2019
Andrew Jones 6 2
Ximena Chastian 6 1
Cheryl Holland 6 1
Charles Flowers 6 1
1 Abacus Planning Group Inc 6 1
Stephen Valley 3 1
Greg Putnam 1 1
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1.2
Cynosure Management LLC
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1.2
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1.1
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1.1
Squadron Capital Advisors Limited
1.0
Tailwind Advisors LLC
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1.0
View Capital RIA LP
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1.0
Sectoral Asset Management Inc
0.9
Glickenhaus & Co
NY
0.9
REX Capital Advisors LLC
RI
0.8