ABACUS ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 324280
- Registered since
- February 5, 2024
- Website
- abacuslife.com
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Abacus Asset Management, LLC is a SEC-registered investment adviser organized as a limited liability company (registered in 2024) that targets institutional clients. The firm charges fees as a percentage of assets under management and identifies its core advisory capabilities as portfolio management for investment companies and for pooled investment vehicles. The firm is set up to participate in a range of industry roles: it lists affiliations spanning broker-dealer activity, other registered investment adviser activity, insurance company relationships, and sponsor/GP/managing-member responsibilities for pooled vehicles. Abacus does not identify itself as an active ESG investor and is not classified as a pension consultant or a related adviser in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JAY JACKSON
Chairman and Chief Executive OfficerCRD 2543067
Ralph Milne
Chief Compliance OfficerCRD 6034910
WILLIAM MCCAULEY
President, Chief Compliance Officer and Chief Financial Officer CRD 5267440
Contacts
2 of 2WILLIAM COOK
CRD 2372343
ELENA PLESCO
Principal, KKR CreditCRD 6090482
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 333 S Garland Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CNL EDUCATIONAL INSTITUTE, LLC
RIAORLANDO, FL
TRIUMPH PRIVATE WEALTH
RIAORLANDO, FL
MFM CAPITAL MANAGEMENT, INC.
RIAORLANDO, FL
NON-TRADITIONAL WEALTH MANAGEMENT, LLC
RIAORLANDO, FL
BURGESS CHAMBERS & ASSOCIATES INC
RIAORLANDO, FL
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
RIAORLANDO, FL