Abacus Wealth Partners
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 128590
- Registered since
- January 2, 2004
- Website
- abacuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI79.06%
- Charitable Organizations10.91%
- Individuals9.68%
- Corporations / Businesses0.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Abacus Wealth Partners is an independent RIA organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. Founded in 2004, the firm provides comprehensive advisory services including financial planning, portfolio management across individuals, pooled vehicles and institutions, pension consulting, selection of other advisers, and client education through seminars and workshops. Its fee arrangements include percentage of AUM, fixed fees and performance-based fees. The firm signals an active interest in ESG investing and allocates to external managers across multiple alternative strategies. Abacus serves a mix of private clients and institutions and identifies itself as a domestic, owner-operated entity rather than part of a larger wirehouse or broker-dealer network.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities33%
- Cash & Cash Equivalents2%
- Other2%
- US Government Bonds1%
Owners & executives
3 of 4
Matthew Rivera
Co-CIOCRD 5671220
Lindsey Rafkind
Co-Chief Investment OfficerCRD 5946324
Jorge Paganin
Chief Compliance Officer and Chief Operations OfficerCRD 7707477
Contacts
3 of 47
Alison Motroni
SolicitorCRD 7268242
David Rey
Client Service AssociateCRD 7670061
Brenda Chatman
Client Service AssociateCRD 5474011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$734M in ETFs
25%
$183M
75%
$550M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF (DFSB) | Dimensional | Active | Global Bond USD Hedged | $150M | 2,882,992 | 20.48% |
Location
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 429 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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