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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

ABACUS INVESTMENTS LLC

CRD 327805

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bed22733-0b41-d8d0-315c-1cd47aa2a108

Data as of Apr 1, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 2
Observed: Jul 24, 2023 to Apr 1, 2025
4 observations

Across DFX

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

Private Equityidentity

Abacus Investments LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Abacus Investments LLC

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $106MItem 5.F on the latest filing (2025-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $106M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $105M
SEC number: 801-128617
CRD: 327805
Filings on the tape: 4
First filed: Jul 24, 2023
Latest filed: Apr 1, 2025
Organised: Limited Liability Company, AL
Website: abacusinvestments.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ABACUS FUND I, LLC	Private Equity Fund	$97.6M	May 22, 2024	91	Jul 24, 2023	reported	021-1949803

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AYERS INVESTMENTS LLLP	Member	C	yes	06/2020	Jul 24, 2023	May 22, 2024
Ayers, Todd	Member	C	yes	06/2020	Jul 24, 2023	May 22, 2024
Israel, Robert, Christopher	MEMBER/DIRECTOR	A	yes	06/2020	Jul 24, 2023	May 22, 2024
MOBLEY HOLDINGS, LLC	Member	C	yes	06/2020	Jul 24, 2023	May 22, 2024
MOBLEY INVESTMENTS LLLP	Member	C	yes	06/2020	Jul 24, 2023	May 22, 2024
Mobley, Clayton	Member	C	yes	06/2020	Jul 24, 2023	May 22, 2024
Nabors, William, Henry	MEMBER/DIRECTOR	Na	yes	06/2020	Jul 24, 2023	May 22, 2024
Nguyen, Dan, Hieu	MEMBER/DIRECTOR	A	yes	06/2020	Jul 24, 2023	May 22, 2024
Hertzog, Nathan	CHIEF COMPLIANCE OFFICER	Na	no	06/2020	Jul 24, 2023	May 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ABACUS GENERAL PARTNERS, LLC	n/a	n/a	n/a	Y	yes	n/a
GREEN ROCK MANAGEMENT, LLC	n/a	n/a	n/a	Y	yes	n/a
GREEN ROCK, LLC	n/a	n/a	n/a	Y	yes	n/a
NOVU RESIDENTIAL GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 1, 2025	$106M	$106M	11	6	0	1	n/a
2023	Mar 29, 2024	$112M	$112M	10	6	0	1	$97.6M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$106M	$112M	-5.6%	n/a	n/a	11	10	0	0

Relationships

Advises (1)

→ ABACUS FUND I, LLCPrivate fundPrivate Equity Fund, IA
Jul 24, 2023 to presentfactForm ADV

Controls (8)

← Mobley, ClaytonOwnerMEMBER, ownership code C, individual
Jul 24, 2023 to May 22, 2024factForm ADV
← Ayers, ToddOwnerMEMBER, ownership code C, individual
Jul 24, 2023 to May 22, 2024factForm ADV
← Nabors, William, HenryOwnerMEMBER/DIRECTOR, ownership code NA, individual
Jul 24, 2023 to May 22, 2024factForm ADV
← Nguyen, Dan, HieuOwnerMEMBER/DIRECTOR, ownership code A, individual
Jul 24, 2023 to May 22, 2024factForm ADV
← Israel, Robert, ChristopherOwnerMEMBER/DIRECTOR, ownership code A, individual
Jul 24, 2023 to May 22, 2024factForm ADV
← AYERS INVESTMENTS LLLPOwnerMEMBER, ownership code C, domestic entity
Jul 24, 2023 to May 22, 2024factForm ADV
← MOBLEY HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Jul 24, 2023 to May 22, 2024factForm ADV
← MOBLEY INVESTMENTS LLLPOwnerMEMBER, ownership code C, domestic entity
Jul 24, 2023 to May 22, 2024factForm ADV

Owns (1)

← Hertzog, NathanOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 24, 2023 to May 22, 2024factForm ADV

Dated events

Occurred
Jul 24, 2023
First Form ADV filing
Abacus Investments Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bed22733-0b41-d8d0-315c-1cd47aa2a108
First observed: Jul 24, 2023
Last observed: Apr 1, 2025 17 months ago
Source families: Federal regulator filings
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 INVESTMENTS LLC

CRD 327805

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bed22733-0b41-d8d0-315c-1cd47aa2a108

Data as of Apr 1, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ABACUS FUND I, LLC

Private Equity Fund

$97.6M

May 22, 2024

Jul 24, 2023

reported

021-1949803

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AYERS INVESTMENTS LLLP

Member

yes

06/2020

Jul 24, 2023

May 22, 2024

Ayers, Todd

Member

yes

06/2020

Jul 24, 2023

May 22, 2024

Israel, Robert, Christopher

MEMBER/DIRECTOR

yes

06/2020

Jul 24, 2023

May 22, 2024

MOBLEY HOLDINGS, LLC

Member

yes

06/2020

Jul 24, 2023

May 22, 2024

MOBLEY INVESTMENTS LLLP

Member

yes

06/2020

Jul 24, 2023

May 22, 2024

Mobley, Clayton

Member

yes

06/2020

Jul 24, 2023

May 22, 2024

Nabors, William, Henry

MEMBER/DIRECTOR

yes

06/2020

Jul 24, 2023

May 22, 2024

Nguyen, Dan, Hieu

MEMBER/DIRECTOR

yes

06/2020

Jul 24, 2023

May 22, 2024

Hertzog, Nathan

CHIEF COMPLIANCE OFFICER

06/2020

Jul 24, 2023

May 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ABACUS GENERAL PARTNERS, LLC

n/a

yes

n/a

GREEN ROCK MANAGEMENT, LLC

n/a

yes

n/a

GREEN ROCK, LLC

n/a

yes

n/a

NOVU RESIDENTIAL GROUP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 1, 2025

$106M

n/a

2023

Mar 29, 2024

$112M

$97.6M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$106M

$112M

-5.6%

n/a