ABACUS INVESTMENT ADVISORS

Overview

Abacus Investment Advisors is a small independent registered investment adviser that serves individuals, families and small businesses. The firm combines financial planning and portfolio management with accounting services, and charges both a percentage-of-AUM fee and hourly fees for advice. Its client base is concentrated — 29 clients — which supports a highly personalized service model rather than large-scale institutional management. Investment activity is centered on public funds and mutual funds, which make up the majority of assets under management. The firm also allocates to third‑party alternative managers in hedge funds, real estate and commodities, using those strategies to diversify return streams and manage risk for clients who can tolerate the liquidity and fee profiles of alternative vehicles. Abacus is not positioned as a capital allocator; instead, it selects external managers and pooled funds to implement alternatives rather than originating private deals or direct co-investments. Abacus is registered as an independent RIA with an individual owner structure and does not present itself as an active ESG investor or a multi‑state adviser. The practice appears focused on a highly service-oriented relationship with a small number of client households and accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices