ABACUS ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
9
Advisory reps
5

Firm details

Headquarters
ORLANDO, Florida
CRD number
324280
Registered since
February 5, 2024
Fee structure
Percentage of AUM
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Abacus Asset Management, LLC is a SEC-registered investment adviser organized as a limited liability company (registered in 2024) that targets institutional clients. The firm charges fees as a percentage of assets under management and identifies its core advisory capabilities as portfolio management for investment companies and for pooled investment vehicles. The firm is set up to participate in a range of industry roles: it lists affiliations spanning broker-dealer activity, other registered investment adviser activity, insurance company relationships, and sponsor/GP/managing-member responsibilities for pooled vehicles. Abacus does not identify itself as an active ESG investor and is not classified as a pension consultant or a related adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JAY JACKSON

    Chairman and Chief Executive OfficerCRD 2543067

  • Ralph Milne

    Chief Compliance OfficerCRD 6034910

  • WILLIAM MCCAULEY

    President, Chief Compliance Officer and Chief Financial Officer CRD 5267440

Contacts

2 of 2
  • WILLIAM COOK

    CRD 2372343

  • ELENA PLESCO

    Principal, KKR CreditCRD 6090482

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ORLANDO, FL

ORANGE

Location

ORLANDO, FL

Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
333 S Garland Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth