{
  "crd_number": 327805,
  "slug": "abacus-investments-llc-birmingham-al-327805",
  "primary_business_name": "ABACUS INVESTMENTS LLC",
  "legal_name": "ABACUS INVESTMENTS LLC",
  "dbas": [],
  "city": "Birmingham",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "13820",
  "metro": {
    "cbsa_code": "13820",
    "common_name": "Birmingham",
    "msa_name": "Birmingham, AL",
    "path": "/advisors/al/birmingham"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-08-24",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2025-04-01",
  "carried_forward": false,
  "raum_total": 105949539.0,
  "raum_discretionary": 105949539.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 105949539.0,
      "count": 2
    }
  },
  "compensation_types": [
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://abacusinvestments.com",
    "https://linkedin.com/company/abacus-investments"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327805",
  "city_as_filed": "BIRMINGHAM",
  "url": "https://advisorcensus.com/firm/abacus-investments-llc-birmingham-al-327805",
  "display_name": "Abacus Investments LLC",
  "summary": "Abacus Investments LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2025.",
  "citation": "AdvisorCensus. Abacus Investments LLC (CRD 327805): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Abacus Investments LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Abacus Investments LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Abacus Investments LLC located?",
      "a": "Abacus Investments LLC's principal office is in Birmingham, AL, according to its Form ADV."
    },
    {
      "q": "Is Abacus Investments LLC registered with the SEC or a state?",
      "a": "Abacus Investments LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327805."
    },
    {
      "q": "How much does Abacus Investments LLC manage?",
      "a": "Abacus Investments LLC reports $105,949,539 in regulatory assets under management in its Form ADV filing dated April 1, 2025 (100% discretionary)."
    },
    {
      "q": "How have Abacus Investments LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Abacus Investments LLC: Regulatory assets under management: $136,246,846 in the October 2023 data and $105,949,539 in the October 2026 data, down 22%. Total employees: 10 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Abacus Investments LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Abacus Investments LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327805"
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 136246846.0,
      "total_employees": 10,
      "filing_date": "2023-07-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 112183590.0,
      "total_employees": 10,
      "filing_date": "2024-05-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 105949539.0,
      "total_employees": 11,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 105949539.0,
      "total_employees": 11,
      "filing_date": "2025-04-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/abacus-investments-llc-birmingham-al-327805.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 105949539.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327805",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}