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ABACUS INVESTMENTS LLC

CRD 327805 · SEC 801-128617

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2207 2ND AVE NORTH, BIRMINGHAM, AL, 35203, United States

Phone

205-661-8189

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$105.9M

Discretionary AUM

$105.9M

Team

11 total employees; 6 advisory reps

Clients

Fees

Performance-based fees; RECEIVE FEES FROM PORTFOLIO COMPANIES FOR MGMT SERVICES

Org form

Limited Liability Company

Filing date

2025-04-01

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$105.9M

All web addresses on file

Official SEC filing: View on IAPD