Abacus Capital Advisors, LLC

EST. AUM
$119,507,501

CONTACTS
3

CLIENT ACCOUNTS
80

Firm Details

Metro area Ft. Lauderdale
CRD Number 309295
Website abacuscapitaladvisors.com
Client types

Overview

Abacus Capital Advisors is organized as a limited liability company under the laws of the State of Florida since March 2020. The Firm is wholly owned by its founder Mauro Ferman,Chief Executive Officer. The Firm does not have any intermediate subsidiaries. Abacus Capital Advisors provides portfolio management services to individuals and businesses. These services are primarily provided with a tactical asset allocation process by buying securities directly (bonds and stocks), exchange-traded funds (ETF’s), and occasionally open-end mutual funds. Although Abacus Capital Advisors generally has full discretionary authority to manage Client portfolios per the Investment Advisory Agreement, services are tailored to the individual needs of each Client, and Clients may impose certain restrictions related to the management of their account. Abacus Capital Advisors may also provide customized investment advisory services to other investment managers, investment platform providers, and other institutional Clients. These services may include the creation of various model portfolios, along with monitoring and periodic reallocation as necessary, or may consist of providing investment signals for Clients to use in their own investment decision making.

Platform Details

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Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Abacus Capital Advisors, LLC

Platform Details

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