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Abacus Group LLC
Abacus Group LLC is an SEC-registered investment adviser in New York, NY, registered since 2012.
Abacus Group LLC
Abacus Group LLC is an SEC-registered investment adviser in New York, NY, registered since 2012. The firm manages approximately $6.9 billion in regulatory assets. It has 33 employees and 29 investment advisers.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
2207 2nd Ave N, Birmingham, AL 35203, United States
Principals
Robert Israel
Co-Founder & Managing Partner
Clayton Mobley
Co-Founder & Managing Partner
Dan Nguyen
Partner
Bill Nabors
Partner
Chris Devine
Partner
Yash Tiwari
Analyst
Luke Leeth
Controller
Sector focus
Frequently asked questions
Who runs investment decisions at Abacus Group?
Investment decisions are led by co-founders and managing partners Robert Israel and Clayton Mobley, along with partners Dan Nguyen, Bill Nabors, and Chris Devine, as stated on the firm’s website.
Is Abacus Group structured as a single family office or a private equity firm?
Abacus Group presents itself as an investment firm with single-family-office characteristics — it targets control investments, uses its own capital, and avoids third-party fund structures typical of private equity. The firm does not disclose whether it manages capital for a single family or multiple families.
What investment stages does Abacus Group target?
The firm targets control investments in the lower middle market, focusing on established, simple businesses rather than startups. It seeks to partner with existing management teams and invest with less leverage than traditional private equity.
Which sectors does Abacus Group invest in?
Abacus Group invests across industrials, logistics, and healthcare services. Confirmed positions include Ogre Logistics and Keg Logistics. The firm also has an advisor with deep dermatology practice experience, indicating interest in healthcare services.
Does Abacus Group maintain philanthropic structures?
No philanthropic structures are disclosed on the firm’s website or in available public records.
How does Abacus Group source deal flow?
The firm sources deals through deep research and networking with prominent investors and business owners, according to its website. It emphasizes a partnership approach with management teams rather than auction processes.
Where does the underlying wealth come from?
The origin of the wealth managed by Abacus Group is not publicly disclosed. No information ties the firm to a specific family fortune or inheritance.
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