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ABACUS WEALTH INTERNATIONAL (AWI)
Abacus Wealth International (AWI) is a fee-based California Registered Investment Advisor (RIA) fiduciary. It specializes in cross-border investment...
ABACUS WEALTH INTERNATIONAL (AWI)
Abacus Wealth International (AWI) is a fee-based California Registered Investment Advisor (RIA) fiduciary. It specializes in cross-border investment optimization, tax savings, retirement planning, and estate preservation for American taxpayers living abroad and high net worth multi-national families and institutions in the eastern hemisphere. Its objective is to build a relationship of trust and provide competent and professional financial guidance based on experience, ethical values, and excellence.
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.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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