| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Periculum, L.P., Series B | Private Equity | $5M | $50K |
| Periculum, L.P., Series a | Private Equity | $3.3M | $50K |
| Periculum, L.P., Series C | Private Equity | $3M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Bays Flowers Control | Chief Investment Officer/Co-President | 5-10% | 2017 |
| Cheryl Rene Holland Control | Treasurer | 50-75% | 2025 |
| Jonathan J. Robertson | Shareholder/Chief Compliance Officer/Co-President | 5-10% | 2022 |
Abacus Planning Group, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
Abacus Planning Group, Inc. manages 8 private funds with combined gross assets of $13.1 million.
Abacus Planning Group, Inc. reports 27 employees.
Abacus Planning Group, Inc. is based in Columbia, SC and has been SEC-registered since 1998.
Abacus Planning Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2500 Devine Street, Columbia, SC 29205-2400 |
| Phone | 803-933-0054 |
| Fax | 803-753-9476 |
| Office hours | 8:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1602730 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.83B |
| Non-discretionary | $66.3M |
| Total (RAUM) | $1.9B |