| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Align Impact Fund, LP | Private Equity | $13.1M | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Abacus Wealth Management, Inc. Control | Voting Member | 25-50% | 2004 |
| Barbara Jacobs Wolf | Board Member | Under 5% | 2018 |
| Barrett Sean Porter | Financial Advisor And Partner | Under 5% | 2013 |
Abacus Wealth Partners, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.
Abacus Wealth Partners, LLC manages 1 private funds with combined gross assets of $13.1 million.
Abacus Wealth Partners, LLC reports 67 employees.
Abacus Wealth Partners, LLC is based in Santa Monica, CA and has been SEC-registered since 2004.
Abacus Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $3.26B |
| Non-discretionary | $9.5M |
| Total (RAUM) | $3.27B |