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| Happy Holidays!! thanks for using AUM13F!! |
| Abacus Wealth Partners LLC
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| CRD # | 128590 |
| SEC # | 801-62557 |
| CIK # | 0001978011 |
| AUM | $3.3 B (2025-05-28) |
| Employees | 67 (54% Investors, 0% Brokers) |
| Phone | 888-422-2287 |
| Address | 429 Santa Monica Blvd Santa Monica, CA 90401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001978011 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.9 | ||
| Apple Inc | 6.3 | ||
| Oracle Corp | 4.1 | ||
| Microsoft Corp | 3.8 | ||
| Costco Wholesale Corp /NEW | 1.8 | ||
| Amazon Com Inc | 1.3 | ||
| Eaton Corp Ltd | 1.2 | ||
| Motive Capital Corp | 1.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Align Impact Fund LP | [2013-04-24] | 4.2 | 13.1 |
| PE | Abacus Sustainable Fund LP | [2012-03-02] | 0.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 953 | 0.5 |
| (b) Individuals (high net worth individuals) | 566 | 2.5 |
| (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 | 5 | 0.0 |
| (h) Charitable organizations | 15 | 0.2 |
| (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 | 5,866 | 3.3 |
| By Discretionary | ||
| Discretionary | 5,844 | 3.3 |
| Non-Discretionary | 22 | 0.0 |
| Total | 5,866 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 5,866 | 3.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Wealth Partners LLC Abacus | 2 | ||
| Capital Advisors LLC Imprint | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001978011] |
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