Abacus Wealth Partners
Contact Details for Abacus Wealth Partners
Abacus Wealth Partners
429 Santa Monica Blvd.
Suite 500
Santa Monica, CA 90401
United States
Phone: 888-422-2287
Website: http://www.lambfinancialplanning.com
Overview of Abacus Wealth Partners
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-62557
Org#: 128590
Legal Issues: No legal issues reported
Company Type: Private Equity
Strategies/Sectors: Fund of Funds
Pooled Investments: 11-25 percent
Private Funds Managed(2): Align Impact Fund Lp, Abacus Sustainable Fund Lp
Ownership/Leadership of Abacus Wealth Partners
Spencer David Sherman | Co-Chief Executive Officer |
Brenton W. Kessel | Co-Chief Executive Officer |
Jason M Cole | Financial Advisor And Partner |
Jonathan Daniel Bruce | President | Financial Advisor And Partner |
Sherman Financial Inc. | Voting Member |
Barrett Sean Porter | Financial Advisor And Partner |
Jessica Lu | Chief Compliance Officer & Controller |
Abacus Wealth Partners Key Stats and Charts
Discretionary AUM: $1.72 billion
Rank: 185 out of 1975 private equity companies
Total AUM: $1.8 billion
Rank: 197 out of 1975 private equity companies
# of Accounts: 4725
Rank: 5 out of 1975 private equity companies
Average Account Size: 380913.237037
Rank: 902 out of 1975 private equity companies
# of Employees: 41
Rank: 156 out of 1975 private equity companies
# of Private Funds: 2
Rank: 1073 out of 1975 private equity companies