ABACUS INVESTMENTS LLC
SEC RegisteredINTEGRITY • HUMILITY • PARTNERSHIP — FOCUSED ON YOU
About the firm
Abacus is an investment firm that focuses on providing capital, resources, and expertise to support founders/owners in the lower middle market. The firm partners with management teams by combining investing expertise and entrepreneurial experience of owning multiple companies for 10+ years, with a relentless focus on a customer-centric operating model.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Providing capital, resources, and expertise to support lower middle market businesses; partnership with management teams; operational support with less leverage than traditional private equity; and comprehensive investment and diligence to generate returns while limiting volatility.
Who they serve
Founders and owners in the lower middle market, and management teams who can benefit from investing expertise and entrepreneurial experience.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $106M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of April 1, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ABACUS INVESTMENTS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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