SourcingSourcing

ABACUS INVESTMENTS LLC

C42
CRD 327805·SEC 801-128617·BIRMINGHAM, AL
AUM
$105.9M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$318K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABACUS INVESTMENTS LLC
CRD
327805
SEC file #
801-128617
EIN
—
DBA names
—

Economics

AUM
$105.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.9M → $105.9M▬ 0%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
04/01/2025
ADV-W filed at
—
Website
abacusinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AYERS INVESTMENTS LLLP
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
AYERS INVESTMENTS LLLP
MOBLEY HOLDINGS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ABACUSINVESTMENTS.COM
Rdap Domain Creation Date
2005-04-03T18:24:11Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-03T18:24:11Z
Rdap Domain Last Changed
2025-04-04T13:30:24Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
Israel, Robert, Christopher
Direct Owner · 7.5%
7786530
Nguyen, Dan, Hieu
Direct Owner · 7.5%
7786522
Nabors, William, Henry
Executive Officer · 2.5%
7786517
Hertzog, Nathan
Executive Officer · 2.5%
7786825