Abacus Wealth Partners
Abacus Wealth Partners is a private equity company based in Santa Monica, CA. They operate 2 private funds and have approximately $1.8 billion in total assets under management (AUM). You can view more information on Abacus Wealth Partners including private fund info, contact info, top management and executives, website, email addresses, and more below:
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
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