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| Spears Abacus Advisors LLC
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|---|---|
| CRD # | 142633 |
| SEC # | 801-67401 |
| CIK # | 0001426319 |
| AUM | $5.9 BB (2024-03-20) |
| Employees | 40 (48% Investors, 8% Brokers) |
| Phone | 212-752-5255 |
| Address | 545 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.4 | |
| GOOG | 1,482.6 | 0.2 | |
| AAPL | 2,382.8 | 0.2 | |
| AMZN | 1,093.0 | 0.1 | |
| CB | 82.4 | 0.1 | |
| QSR | 15.2 | 0.1 | |
| GOOGL | 1,475.1 | 0.1 | |
| BN | 0.1 | ||
| ORCL | 182.8 | 0.1 | |
| LOW | 111.7 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 532 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,643 | 5.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.0 |
| (g) Pension and profit sharing plans | 41 | 0.1 |
| (h) Charitable organizations | 55 | 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 | 45 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,321 | 5.9 |
| By Discretionary | ||
| Discretionary | 2,285 | 5.8 |
| Non-Discretionary | 36 | 0.1 |
| Total | 2,321 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 5.8 | |
| Total | 2,321 | 5.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001426319] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Harbour Investments Inc
✚
|
WI | 6.1 |
|
Pentegra Investors Inc
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|
NY | 5.9 |
|
F/m Investments LLC
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DC | 5.9 |
|
Symmetry Partners LLC
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CT | 5.9 |
|
Bolton Securities Corp
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|
MA | 5.9 |
|
Clear Investment Research LLC
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GA | 5.8 |
|
Geneva Capital Management LLC
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|
WI | 5.8 |
|
John W Bristol & Co Inc
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|
NY | 5.8 |
|
Sarofim International Management Company LLC
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|
TX | 5.7 |
|
Provident Trust Company
✚
|
WI | 5.7 |