Data / Investment advisers / California / Abacus Wealth Partners
Abacus Wealth Partners, Santa Monica, CA: $3.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Abacus Wealth Partners is an SEC registered investment adviser with its main office in Santa Monica, California and reports $3.6 billion in regulatory assets under management in its Form ADV filed September 30, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 128590
- SEC file number
- 801-62557
- SEC status
- Approved, effective January 2, 2004
- Legal name
- Abacus Wealth Partners, LLC
- Main office
- 429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401
- Phone
- (888) 422-2287
- Website
- doneby60.com
- Regulatory AUM
- $3,579,238,156 in the Form ADV filed September 30, 2026
- Discretionary AUM
- $3,570,942,260
- Non discretionary AUM
- $8,295,896
- Accounts
- 6,030
- Employees
- 65, of which 37 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $11,575,398
- Other offices
- 31
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 747 | $2.83 billion |
| Charitable organizations | 22 | $390.6 million |
| Individuals (other than high net worth individuals) | 800 | $346.4 million |
| Corporations or other businesses | 5 | $12.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.58 billion | March 11, 2026 |
| December 1, 2025 | $3.27 billion | May 28, 2025 |
Other advisers in Santa Monica
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Quid Capital Group Holdings, LLC | Santa Monica | $7.76 billion | 36 | adviserinfo.sec.gov |
| Angeles Investment Advisors | Santa Monica | $7.27 billion | 17 | adviserinfo.sec.gov |
| Glendon Capital Management L.P. | Santa Monica | $5.24 billion | 3 | adviserinfo.sec.gov |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | $4.11 billion | Not listed | adviserinfo.sec.gov |
| Ocean Park Asset Management, LLC | Santa Monica | $3.94 billion | Not listed | adviserinfo.sec.gov |
| Tennenbaum Capital Partners, LLC | Santa Monica | $3.16 billion | 36 | adviserinfo.sec.gov |
| Emerald Lake Capital Management, L.P. | Santa Monica | $3.06 billion | 15 | adviserinfo.sec.gov |
| Anthos Capital | Santa Monica | $3.04 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Monica, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Abacus Wealth Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.