Abacus Wealth Partners, LLC
● SEC registered since 2004CRD 128590SEC# 801-62557Santa Monica, CA
Ranks #1,602 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.58B
Fund GAV
$11.6M
Private funds
1
Employees
65
Accounts
6,030
Location
Santa Monica, CA
Abacus Wealth Partners, LLC assets under management
Abacus Wealth Partners, LLC operates as an SEC-registered investment adviser based in Santa Monica, CA. The firm has been registered since 2004. It reports $3.6 billion in regulatory assets under management and employs 65 people. Abacus Wealth Partners, LLC manages 1 private fund with combined gross assets of $11.6 million, including Align Impact Fund, LP. By regulatory assets, it ranks 1,602 of 6,004 private fund managers.
Abacus Wealth Partners, LLC private funds
1 funds · $11.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Align Impact Fund, LP | Private Equity | $11.6M | $100K |
Abacus Wealth Partners, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abacus Wealth Management, Inc. Control | Voting Member | 25-50% | 2004 |
| Barbara Jacobs Wolf | Board Member / Partner | Under 5% | 2018 |
| Barrett Sean Porter | Financial Advisor And Partner | Under 5% | 2013 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Abacus Wealth Partners, LLC manage?
Abacus Wealth Partners, LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
How many private funds does Abacus Wealth Partners, LLC manage?
Abacus Wealth Partners, LLC manages 1 private funds with combined gross assets of $11.6 million.
How many employees does Abacus Wealth Partners, LLC have?
Abacus Wealth Partners, LLC reports 65 employees.
Where is Abacus Wealth Partners, LLC located?
Abacus Wealth Partners, LLC is based in Santa Monica, CA and has been SEC-registered since 2004.
Does Abacus Wealth Partners, LLC disclose fund performance?
Abacus Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 429 Santa Monica Blvd., Suite 500, Santa Monica, CA 90401 |
| Phone | 888-422-2287 |
| Office hours | 9:00a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1978011 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.58B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
AUM vs fund managersTop 27%
Larger than 73% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$3.58Bregulatory AUM
Discretionary $3.57BNon-discretionary $8.3M