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- Custodian
- Interactive Brokers · Pershing · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-03-2020
- Office Locations
- 2
Office Locations
About Abacus Capital Advisors
Abacus Capital Advisors is a research-driven multi-family office serving high-net-worth families and entrepreneurs across North/South America and Europe. The firm builds and monitors highly customizable portfolios using individual security selection rather than funds/ETFs, aiming to deliver greater transparency, tighter risk management, and lower layered fees than traditional bank models.
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Investment Themes
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Owner & Executives
MAURO FERMAN
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4841188
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BENJAMIN SETH MARTIN
--
- CRD
- #4268591
William Preston Smythe
Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member
- CRD
- #6943752
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,507,501 | $1,493,844 |
| Non-Discretionary | $0 | -- |
| Total | $119,507,501 | $1,493,844 |
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Separately Managed Accounts
Total SMA Asset: $119,507,501
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $118,068,243 | 14.6% |
| Equity - Exchange | $351,778,670 | 43.5% |
| Corporate - Non-Investment Grade | $158,502,573 | 19.6% |
| Cash | $180,337,112 | 22.3% |
| Total | $808,686,598 | 100.0% |