Abacus Investments LLC
● SEC registered since 2023CRD 327805SEC# 801-128617Birmingham, AL
Ranks #5,709 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$105.9M
Fund GAV
$105.2M
Private funds
1
Employees
11
Accounts
2
Location
Birmingham, AL
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. It reports $105.9 million in regulatory assets under management and employs 11 people. Abacus Investments LLC manages 1 private fund with combined gross assets of $105.2 million, including Abacus Fund I, LLC. By regulatory assets, it ranks 5,709 of 6,030 private fund managers.
Abacus Investments LLC private funds
1 funds · $105.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Abacus Fund I, LLC | Private Equity | $105.2M | $100K |
Abacus Investments LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ayers Investments LLLP Control | Member | 25-50% | 2020 |
| Dan Hieu Nguyen Control | Member/Director | 5-10% | 2020 |
| Mobley Holdings, LLC Control | Member | 25-50% | 2020 |
| Nathan Hertzog | Chief Compliance Officer | Under 5% | 2020 |
| Robert Christopher Israel Control | Member/Director | 5-10% | 2020 |
| William Henry Nabors Control | Member/Director | Under 5% | 2020 |
| Clayton Mobley Control | Member | 25-50% | 2020 |
| Mobley Investments LLLP Control | Member | 25-50% | 2020 |
| Todd Ayers Control | Member | 25-50% | 2020 |
Frequently asked questions
How much does Abacus Investments LLC manage?
Abacus Investments LLC reports $105.9 million in regulatory assets under management on its Form ADV.
How many private funds does Abacus Investments LLC manage?
Abacus Investments LLC manages 1 private funds with combined gross assets of $105.2 million.
How many employees does Abacus Investments LLC have?
Abacus Investments LLC reports 11 employees.
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
| Address | 2207 2nd Ave North, Birmingham, AL 35203 |
| Phone | 205-661-8189 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.9MNo change
Apr '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,306 advisers
AUM vs fund managersTop 95%
Larger than 5% of 6,030 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 38%
More than 62% of 16,824 advisers
Assets under management
$105.9Mregulatory AUM
Discretionary $105.9M
Service providers
Auditor
Custodian