Abacus Planning Group, Inc.
● SEC registered since 1998CRD 107994SEC# 801-55414Columbia, SC
Ranks #2,101 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.16B
Fund GAV
$12M
Private funds
5
Employees
30
Accounts
2,854
Location
Columbia, SC
Abacus Planning Group, Inc. assets under management
Abacus Planning Group, Inc. operates as an SEC-registered investment adviser based in Columbia, SC. The firm has been registered since 1998. It reports $2.2 billion in regulatory assets under management and employs 30 people. Abacus Planning Group, Inc. manages 5 private funds with combined gross assets of $12 million, including Periculum, L.P., Series B. By regulatory assets, it ranks 2,101 of 6,004 private fund managers.
Abacus Planning Group, Inc. private funds
5 funds · $12M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Periculum, L.P., Series B | Private Equity | $5.3M | $50K |
| Periculum, L.P., Series a | Private Equity | $3.4M | $50K |
| Periculum, L.P., Series C | Private Equity | $3.1M | $50K |
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Join to unlock · $37/moAbacus Planning Group, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Bays Flowers Control | Chief Investment Officer/Co-President | 5-10% | 2017 |
| Cheryl Rene Holland Control | Treasurer | 50-75% | 2025 |
| Jonathan J. Robertson | Shareholder/Co-President | 5-10% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Abacus Planning Group, Inc. manage?
Abacus Planning Group, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Abacus Planning Group, Inc. manage?
Abacus Planning Group, Inc. manages 5 private funds with combined gross assets of $12 million.
How many employees does Abacus Planning Group, Inc. have?
Abacus Planning Group, Inc. reports 30 employees.
Where is Abacus Planning Group, Inc. located?
Abacus Planning Group, Inc. is based in Columbia, SC and has been SEC-registered since 1998.
Does Abacus Planning Group, Inc. disclose fund performance?
Abacus Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Devine Street, Columbia, SC 29205-2400 |
| Phone | 803-933-0054 |
| Fax | 803-753-9476 |
| Office hours | 8:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1602730 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.16B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
AUM vs fund managersTop 35%
Larger than 65% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$2.16Bregulatory AUM
Discretionary $2.07BNon-discretionary $81.6M
Service providers
Custodian