ABACUS CAPITAL ADVISORS

Overview

Abacus Capital Advisors is a privately held LLC that focuses on portfolio management for individuals, families and small businesses. The firm is owner-operated and registered with the SEC in 2025. Its investment practice tilts toward fixed-income solutions: filings show a clear preference for investment-grade corporate bonds as the primary allocation engine rather than equity-heavy strategies. Compensation is a combination of a percentage of assets under management and performance-based fees, which suggests the firm designs outcome-focused strategies and may run sleeve-level or separately managed approaches where manager performance is an explicit component of client billing. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or a pension consultant. Client work centers on high-net-worth individuals and families rather than institutional plans, with advisory activity described as discretionary portfolio management for individuals and small businesses.

Assets & Accounts

Investments & Alternatives

Location & Offices