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 registered investment adviser organized as an LLC and SEC-registered since 2004. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that blends advisory services with third-party manager selection. Core advisory activities include financial planning, discretionary portfolio management for individuals, pooled vehicles and institutions, pension consulting, selection of other advisers, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. Abacus identifies as an active ESG investor and was named to the Financial Times’ Top 300 RIA Firms list in 2020.
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 4MATTHEW RIVERA
Co-CIOCRD 5671220
LINDSEY RAFKIND
Co-Chief Investment OfficerCRD 5946324
Jorge Paganin
Chief Compliance Officer and Chief Operations OfficerCRD 7707477
Contacts
3 of 44Alison 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
$685M in ETFs
23%
$155M
77%
$530M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF (DFSB) | Dimensional | Active | Global Bond USD Hedged | $135M | 2,610,181 | 19.72% |
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
Similar firms
OCEAN PARK ASSET MANAGEMENT, LLC
RIASANTA MONICA, CA
TENNENBAUM CAPITAL PARTNERS, LLC
RIASANTA MONICA, CA
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RIASANTA MONICA, CA
EMERALD LAKE CAPITAL MANAGEMENT, L.P.
RIASANTA MONICA, CA
ANTHOS CAPITAL
RIASANTA MONICA, CA
ANGELES WEALTH MANAGEMENT, LLC
RIASANTA MONICA, CA