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Abacus Investments LLC

● SEC registered since 2023CRD 327805Birmingham, AL
Export (members)
Reg. AUM
—
Employees
—
Accounts
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Location
Birmingham, AL

About Abacus Investments

Abacus Investments partners with founders and owners in the lower middle market, combining investing expertise with entrepreneurial operating experience. It favors simple, proven businesses with strong management and a customer-centric operating model. The firm stresses partnership, often uses less leverage than traditional private equity, and looks for businesses that can manage risk through cycles.
Summary based on the firm’s website.

Abacus Investments LLC assets under management

Abacus Investments LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 2023.
www.abacusinvestments.comView on SEC.gov ↗

Abacus Investments LLC owners & executives

0 reported
None reported.

Frequently asked questions

Where is Abacus Investments LLC located?

Abacus Investments LLC is based in Birmingham, AL and has been SEC-registered since 2023.

Does Abacus Investments LLC disclose fund performance?

Abacus Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2207 2nd Ave North, Birmingham, AL 35203
Phone205-661-8189
SEC regionAtlanta Regional Office (ARO)

Regulatory AUM

$105.9MNo change
Apr '25 — $105.9MMay '25 — $105.9MJun '25 — $105.9MJul '25 — $105.9MAug '25 — $105.9MSep '25 — $105.9MOct '25 — $105.9MNov '25 — $105.9MDec '25 — $105.9MJan '26 — $105.9MFeb '26 — $105.9MMar '26 — $105.9MApr '26 — $105.9MMay '26 — $105.9MJun '26 — $105.9MJul '26 — $105.9MAug '26 — $105.9MSep '26 — $105.9M
Apr '25Form ADV, monthlySep '26