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Private fund adviser · New York, NY

Abacus Capital Group LLC

SEC-registered investment adviser · CRD 157243 · SEC 801-73161

At a glance

Abacus Capital Group LLC is an SEC-registered investment adviser based in New York, New York, with $6.9 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 791st of 4,686 private fund advisers and 1,717th of 17,210 SEC-registered advisers by assets.

Main office 212-203-4960abacuscapitalgroup.comLinkedInAs filed on Form ADV

Regulatory AUM
$6.9B
Rank among private fund advisers
#791 of 4,686
Rank among all SEC RIAs
#1,717 of 17,210
Rank in New York
#444 of 2,591
Clients
6
Accounts
6
Discretionary
100% of AUM
Employees
33
Advisory staff
29
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Abacus Capital Group LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles6$6.9B100%

Private funds

Abacus Capital Group LLC reports 6 private funds with $6.9B in gross assets: real estate funds (Form ADV Item 7.B).

Disciplinary disclosures

Abacus Capital Group LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles
  • Other services

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗abacuscapitalgroup.com ↗

AtlasMembers

The full record on Abacus Capital Group LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
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Rank against 1,189 peers of its type and size
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Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Abacus Capital Group LLC manage?

Abacus Capital Group LLC reports $6.9 billion in regulatory assets under management across 6 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.

What kind of firm is Abacus Capital Group LLC?

Abacus Capital Group LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.

Who are Abacus Capital Group LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($6.9 billion, 6 clients).

Does Abacus Capital Group LLC manage private funds?

Yes. It reports 6 private funds with $6.9 billion in gross assets, including real estate funds.

Does Abacus Capital Group LLC have any disciplinary history?

Abacus Capital Group LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Abacus Capital Group LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →