# Abacus Investments LLC

> 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.

- CRD: 327805
- Filed as: ABACUS INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: April 1, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327805
- AdvisorCensus page: https://advisorcensus.com/firm/abacus-investments-llc-birmingham-al-327805

## Quick answers

**How is Abacus Investments LLC compensated?**
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.

**Where is Abacus Investments LLC located?**
Abacus Investments LLC's principal office is in Birmingham, AL, according to its Form ADV.

**Is Abacus Investments LLC registered with the SEC or a state?**
Abacus Investments LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327805.

**How much does Abacus Investments LLC manage?**
Abacus Investments LLC reports $105,949,539 in regulatory assets under management in its Form ADV filing dated April 1, 2025 (100% discretionary).

**How have Abacus Investments LLC's assets and staff changed since 2023?**
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.

**What types of clients does Abacus Investments LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Abacus Investments LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $105,949,539
- Discretionary: $105,949,539
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $105,949,539 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- abacusinvestments.com
- LinkedIn @abacus-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $136,246,846 | 10 | July 24, 2023 |
| October 2024 | $112,183,590 | 10 | May 22, 2024 |
| October 2025 | $105,949,539 | 11 | April 1, 2025 |
| October 2026 | $105,949,539 | 11 | April 1, 2025 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Abacus Investments LLC (CRD 327805): Form ADV filing data as of October 2026.