Abacus Asset Management, LLC

Overview

Abacus Asset Management, LLC is a limited liability company that operates as an SEC-registered institutional RIA (registration recorded in 2024). The firm serves an institutional client base and charges fees as a percentage of assets under management. Its advisory mandate includes portfolio management for investment companies and for pooled investment vehicles. Abacus is not labeled an active ESG investor, does not identify as a capital allocator, and is not registered as a multi-state adviser. The firm’s affiliations extend beyond pure advisory work: the entity is connected with a broker-dealer, another investment adviser, an insurance company, and it functions as a sponsor/GP/managing member of pooled investment vehicles. Ownership is structured with a domestic entity alongside an individual owner.

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Location & Offices