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| Abacus Wealth Partners LLC
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|---|---|
| CRD # | 128590 |
| SEC # | 801-62557 |
| CIK # | 0001978011 |
| AUM | 3,579.2 M (2026-05-13) |
| Employees | 65 (57% Investors, 0% Brokers) |
| Phone | 888-422-2287 |
| Address | 429 Santa Monica Blvd Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Figure Technology Solutions Inc | 65.2 | ||
| Nvidia Corp | 19.4 | ||
| Apple Inc | 19.1 | ||
| Microsoft Corp | 10.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 7.5 | ||
| Alphabet Inc | 5.1 | ||
| Johnson & Johnson | 5.0 | ||
| Amazon Com Inc | 4.6 | ||
| Wheaton Precious Metals Corp | 4.1 | ||
| Alphabet Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Align Impact Fund LP | [2013-04-24] | 4.2 M | 11.6 M |
| Filed 2013-06-24 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Not Applicable | ||||
| PE | Abacus Sustainable Fund LP | [2012-03-02] | 0.5 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 800 | 0.3 |
| (b) Individuals (high net worth individuals) | 747 | 2.8 |
| (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 | 22 | 0.4 |
| (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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,030 | 3.6 |
| By Discretionary | ||
| Discretionary | 6,021 | 3.6 |
| Non-Discretionary | 9 | 0.0 |
| Total | 6,030 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 6,030 | 3.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Wealth Partners LLC Abacus | Promoter | 2 | 2 | |
| Capital Advisors LLC Imprint | Promoter | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001978011] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 9 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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