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Private equityFirmfund of funds · probablelower middle market

Abacus Planning Group, Inc.

Private Equity

Columbia, SC

Abacus Planning Group is a fee-only financial planner that partners with families to thrive in the land of possibility.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:06dcca72-9f8a-4128-b8da-773c7963a409

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 16
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Abacus Planning Group, Inc.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

ABACUS PLANNING GROUP, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 8
PE funds: 8
Vintages: 2014 to 2023
PE GAV, 2024 filing: $17.4Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.7B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-10-28
Stated sectors: energy
Latest ADV filing: Oct 28, 2024
Employees (ADV): 27
Website: abacusplanninggroup.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Periculum, L.P., Series B	2023	Unknown	Private Equity Fund	n/a	$6.4M
Periculum, L.P., Series C	2023	Unknown	Private Equity Fund	n/a	$3.6M
Terrum Royalty Fund III, LP	2016	Mature	Private Equity Fund	n/a	$594,226
Terrum Royalty Fund II, L.P.	2014	Mature	Private Equity Fund	n/a	$762,583
Terrum Royalty Fund, L.P.	2014	Mature	Private Equity Fund	n/a	$1.1M
Terrum Real Estate Partnership I, LP	2014	Mature	Private Equity Fund	n/a	$263,698
Periculum, L.P.	2014	Mature	Private Equity Fund	n/a	$4.7M
Tychee Opportunity Fund I, L.P.	2014	Mature	Private Equity Fund	n/a	$36,701

Relationships

Employs (7)

→ Mary Laird Whitmire GreenPersonShareholder
Jan 1, 2024 to presentfactForm ADV
→ Cheryl Renee HollandPersonShareholder
Mar 1, 1998 to presentfactForm ADV
→ Ximena Alexandra ChastainPersonSecretary/Treasurer
Apr 1, 2009 to presentfactForm ADV
→ Charles Bays FlowersPersonChief Investment Officer/Co-President
May 1, 2017 to presentfactForm ADV
→ Jonathan J. RobertsonPersonShareholder/Chief Compliance Officer/Co-President
May 1, 2022 to presentfactForm ADV
→ Stephen Jones ScottPersonShareholder
Jan 1, 2024 to presentfactForm ADV
→ Charles Warren HammerPersonChief Compliance Officer And Chief Operating Officer
Jun 1, 2010 to May 31, 2022inferenceForm ADV

Manages (8)

→ Terrum Royalty Fund III, LPFundPrivate Equity Fund
Mar 30, 2016 to presentfactForm ADV
→ Periculum, L.P., Series BFundPrivate Equity Fund
Mar 28, 2023 to presentfactForm ADV
→ Periculum, L.P., Series CFundPrivate Equity Fund
Mar 28, 2023 to presentfactForm ADV
→ Tychee Opportunity Fund I, L.P.FundPrivate Equity Fund
Jun 18, 2014 to presentfactForm ADV
→ Terrum Real Estate Partnership I, LPFundPrivate Equity Fund
Jun 18, 2014 to presentfactForm ADV
→ Terrum Royalty Fund, L.P.FundPrivate Equity Fund
Jun 18, 2014 to presentfactForm ADV
→ Terrum Royalty Fund II, L.P.FundPrivate Equity Fund
Jun 18, 2014 to presentfactForm ADV
→ Periculum, L.P.FundPrivate Equity Fund
Jun 18, 2014 to presentfactForm ADV

Dated events

9 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 1, 2024
Person joined
Mary Laird Whitmire Green joined Schedule A of Abacus Planning Group, Inc. as Shareholder
Form ADVobserved 5 days ago
Occurred
Jan 1, 2024
Person joined
Stephen Jones Scott joined Schedule A of Abacus Planning Group, Inc. as Shareholder
Form ADVobserved 5 days ago
Occurred
May 31, 2022
Person left
Charles Warren Hammer (Chief Compliance Officer And Chief Operating Officer) no longer on Schedule A of Abacus Planning Group, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 1, 2022
Person joined
Jonathan J. Robertson joined Schedule A of Abacus Planning Group, Inc. as Shareholder
Form ADVobserved 5 days ago
Occurred
May 1, 2017
Person joined
Charles Bays Flowers joined Schedule A of Abacus Planning Group, Inc. as Chief Investment Officer
Form ADVobserved 5 days ago
Occurred
Mar 13, 2012
Adviser first adv filing
Abacus Planning Group, Inc. first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2009
Person joined
Ximena Alexandra Chastain joined Schedule A of Abacus Planning Group, Inc. as Secretary/Treasurer
Form ADVobserved 5 days ago

Show 9 bookkeeping events

Occurred
Apr 13, 2026
Abacus Planning Group, Inc.: Private Equity Funds on Form ADV 8 (2024 extract) -> 5 (roster 2026-09-01)
Occurred
Mar 28, 2023
Periculum, L.P., Series C first reported on Form ADV by Abacus Planning Group, Inc. (Private Equity Fund), GAV $3,623,384
Occurred
Mar 28, 2023
Periculum, L.P., Series B first reported on Form ADV by Abacus Planning Group, Inc. (Private Equity Fund), GAV $6,371,678
Occurred
Mar 30, 2016
Terrum Royalty Fund III, LP first reported on Form ADV by Abacus Planning Group, Inc. (Private Equity Fund), GAV $488,470
Occurred
Jun 18, 2014
Terrum Royalty Fund II, L.P. first reported on Form ADV by Abacus Planning Group, Inc. (Private Equity Fund), GAV $1,085,183
Occurred
Jun 18, 2014
Terrum Real Estate Partnership I, LP first reported on Form ADV by Abacus Planning Group, Inc. (Private Equity Fund), GAV $1,950,562
Occurred
Jun 18, 2014
Tychee Opportunity Fund I, L.P. first reported on Form ADV by Abacus Planning Group, Inc. (Private Equity Fund), GAV $2,742,293
Occurred
Jun 18, 2014
Periculum, L.P. first reported on Form ADV by Abacus Planning Group, Inc. (Private Equity Fund), GAV $506,250
Occurred
Jun 18, 2014
Terrum Royalty Fund, L.P. first reported on Form ADV by Abacus Planning Group, Inc. (Private Equity Fund), GAV $1,833,204

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Mary Laird Whitmire Green (Shareholder), Cheryl Renee Holland (Shareholder), Ximena Alexandra Chastain (Secretary/Treasurer), Charles Bays Flowers (Chief Investment Officer/Co-President), Jonathan J. Robertson (Shareholder/Chief Compliance Officer/Co-President), Stephen Jones Scott (Shareholder).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:06dcca72-9f8a-4128-b8da-773c7963a409
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 41 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Abacus Planning Group, Inc.

Private Equity

Columbia, SC

Abacus Planning Group is a fee-only financial planner that partners with families to thrive in the land of possibility.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:06dcca72-9f8a-4128-b8da-773c7963a409

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Periculum, L.P., Series B

2023

Unknown

Private Equity Fund

n/a

$6.4M

Periculum, L.P., Series C

2023

Unknown

Private Equity Fund

n/a

$3.6M

Terrum Royalty Fund III, LP

2016

Mature

Private Equity Fund

n/a

$594,226

Terrum Royalty Fund II, L.P.

2014

Mature

Private Equity Fund

n/a

$762,583

Terrum Royalty Fund, L.P.

2014

Mature

Private Equity Fund

n/a

$1.1M

Terrum Real Estate Partnership I, LP

2014

Mature

Private Equity Fund

n/a

$263,698

Periculum, L.P.

2014

Mature

Private Equity Fund

n/a

$4.7M

Tychee Opportunity Fund I, L.P.

2014

Mature

Private Equity Fund

n/a

$36,701