Abacus Fcf Advisors LLC

RIASEC RegisteredEst. 2011

Total AUM

$643M

Discretionary

$643M

100% of AUM

Avg account

$64.3M

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 Companies98.91%
Other Investment Advisers1.09%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Abacus Fcf Advisors LLC is an SEC-registered institutional RIA formed in 2011 and organized as an LLC. The firm serves institutional clients and offers fee-based portfolio management charged as a percentage of assets under management. Its advisory mandates include discretionary portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. Abacus is not an active ESG investor, does not operate as a pension consultant or capital allocator, and is not registered as a multi-state adviser. The firm reports ownership structured as a combination of a domestic entity and an individual and lists affiliations with a broker‑dealer and another investment adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Exchange Traded Equities100%

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