Abacus Fcf Advisors LLC

RIASEC RegisteredEst. 2011

Total AUM

$641M

Discretionary

$641M

100% of AUM

Avg account

$107M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Orlando, Florida
CRD number: 135152
Registered since: September 2, 2011
Website: abacusfcf.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Abacus Fcf Advisors LLC is a privately held institutional registered investment adviser that has been SEC-registered since 2011. The firm operates as an LLC and charges clients on a percentage-of-AUM fee basis. Its stated advisory scope includes portfolio management for investment companies and for businesses or institutions, and it is also registered to provide portfolio management for individuals and small businesses, although its primary client base is institutional. The firm is not positioned as an ESG-focused manager and does not identify as a multi-state adviser. It is not described as a capital allocator in its profile, but it uses third-party managers for certain alternative exposures. Abacus Fcf Advisors maintains industry relationships that include affiliations with a broker-dealer and another investment adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2

Derin Cohen
Chief Operating Officer, Chief Compliance Officer and General CounselCRD 6070228
Jay Jackson
Chairman and Chief Executive OfficerCRD 2543067