ABACUS INVESTMENTS LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 327805
- Registered since
- August 24, 2023
- Website
- www.abacusinvestments.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Abacus Investments LLC operates as a limited liability company and was established in 2023. The firm is classified as a private equity fund and primarily serves an institutional client base. Abacus Investments focuses on portfolio management for pooled investment vehicles, utilizing a performance-based fee structure. As an active participant in the private equity space, the firm allocates capital to various investment strategies but does not engage in ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Nathan Hertzog
Chief Compliance OfficerCRD 7786825
Contacts
3 of 3Robert Israel
DirectorCRD 7786530
William Nabors
PartnerCRD 7786517
Dan Nguyen
DirectorCRD 7786522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
JEFFERSON
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- JEFFERSON
- Address
- 2207 2nd Ave N
- Time zone
- CT (UTC-6)
- Office locations
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