Multi-Family OfficeRIA · CRD 308998SEC-Registered

Updated:

ABACUS WEALTH INTERNATIONAL (AWI)

ABACUS WEALTH INTERNATIONAL (AWI) is an SEC-registered investment adviser in SANTA ANA, CA. The firm manages approximately $274,000 in regulatory assets.

ABACUS WEALTH INTERNATIONAL (AWI)

ABACUS WEALTH INTERNATIONAL (AWI) is an SEC-registered investment adviser in SANTA ANA, CA. The firm manages approximately $274,000 in regulatory assets. AWI has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

Middle East

Country

United Arab Emirates

Corporate office

United Arab Emirates

Principals

Sanjay Bhatia

Chief Executive Officer

Dhanesh Dulani

Group Director

Frequently asked questions

Who runs investment decisions at Abacus Wealth International?

CEO Sanjay Bhatia and Group Director Dhanesh Dulani lead AWI, managing its advisory and investment functions. Specific CIO or head-of-investments titles have not been publicly disclosed.

How does Abacus Wealth International source deal flow?

AWI leverages its network in the Gulf region and employs a combination of direct sourcing and partner relationships. The firm is known to co-invest with trusted external managers and advisors.

Is Abacus Wealth International structured as a single family office or does it operate more like a wealth management firm?

AWI is a multi-family office, meaning it serves multiple unrelated families. This gives it a structure more akin to a private wealth advisory platform than a single-family office, with shared resources and pooled investment access.

What investment stages does Abacus Wealth International typically target?

The firm is active across growth-stage private equity, real estate, and public markets. Its published activities suggest a preference for later-stage and income-producing assets, though early-stage commitments are also possible.

Which sectors does Abacus Wealth International explicitly avoid?

AWI has not publicly disclosed any sector exclusion lists. Based on the limited public profile, its mandate appears to focus on conventional asset classes without stated thematic restrictions.

Where does the underlying wealth serviced by AWI come from?

Public sources do not specify the origin. The firm serves Middle Eastern families whose wealth is commonly associated with real estate, trade, and industrial sectors in the region.

Does Abacus Wealth International maintain philanthropic structures?

There is no public information regarding a philanthropic arm or foundation associated with AWI. Any such structures would be private for its client families.

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