Abacus Planning is a fund manager in Columbia with $1.67 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
562074442
SEC advisor number
801-55414
FINRA CRD number
107994
AUM ?
$1.68 bn
(as of 26 Mar 24)
Accounts
2,566
(as of 26 Mar 24)
Employees
27
(6 investment advisory or research)
Address
Abacus Planning
2500 DEVINE STREET
COLUMBIA
SC 29205
2500 DEVINE STREET
COLUMBIA
SC 29205
Phone
803-933-0054
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Abacus Planning Group, Inc. | $1.67 bn | |
Periculum, L.P. | $15.03 mm | Private Equity Fund |
Terrum Real Estate Partnership I, LP | $256.16 k | Private Equity Fund |
Terrum Royalty Fund II, L.P. | $681.23 k | Private Equity Fund |
Terrum Royalty Fund III, LP | $551.94 k | Private Equity Fund |
Terrum Royalty Fund, L.P. | $726.92 k | Private Equity Fund |
Tychee Opportunity Fund I, L.P. | $92.87 k | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22