ABACUS FCF ADVISORS LLC

RIASEC RegisteredEst. 2011
Total AUM
$643M
Discretionary
$643M
100% of AUM
Avg account
$64.3M
Accounts
10
Employees
5
Advisory reps
4

Firm details

Headquarters
ORLANDO, Florida
CRD number
135152
Registered since
September 2, 2011
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 investment adviser organized as an LLC that began registration in 2011. The firm manages portfolios for a mix of institutional and private clients, including individuals/small businesses, investment companies, and other businesses or institutions. Its clients are charged fees based on a percentage of assets under management. The adviser does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm lists advisory activities that span discretionary portfolio management across client types.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition: Exchange Traded Equities 100%100%
  • 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

Contacts

2 of 2
  • Fei Xue

    Vice PresidentCRD 5506774

  • Qijun Chen

    Director of ResearchCRD 7197843

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth