# Abacus

Abacus is a Private Equity based in New York, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 2207 2nd Ave N, Birmingham, AL 35203, United States
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** www.abacusinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/abacus
- **Wikidata:** Q208454

## Regulatory record

- **CRD number:** 157243
- **SEC file number:** 801-73161
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157243

## About

Abacus 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.

## Sectors

- Logistics & Supply Chain
- Real Estate
- Healthcare Services
- Mining & Metals
- Industrial Tech
- Business Services

## People

- Robert Israel — Co-Founder & Managing Partner
- Clayton Mobley — Co-Founder & Managing Partner
- Dan Nguyen — Partner
- Bill Nabors — Partner
- Chris Devine — Partner

## Questions

### Who runs investment decisions at Abacus?

Co-founders Clayton Mobley and Robert Israel serve as managing partners and lead investment decisions alongside partners Dan Nguyen, Bill Nabors, and Chris Devine. The firm's website lists five deal professionals with backgrounds across operations, investment banking, and credit underwriting. No external investment committee members are disclosed.

### How does Abacus source its deals?

Abacus relies on the entrepreneurial networks of its partners, who have built and operated businesses collectively worth over $500 million in total enterprise value before forming the firm. The partners cite deep research and relationships with prominent investors and business owners as their primary origination channel, though no intermediary or proprietary sourcing tools are publicly disclosed.

### What investment stages and check sizes does Abacus target?

Abacus focuses on lower-middle-market companies with 'simple, proven businesses' and strong management teams. The firm has not published a stated check-size range, but its strategy encompasses buyouts, expansion rounds, and management buyouts. Portfolio examples include oversight of Ogre Logistics and the historic Keg Logistics platform.

### How does Abacus differentiate itself from other lower-middle-market private equity firms?

Abacus's principal differentiator is a deliberate low-leverage model — the firm states it seeks to use less debt than traditional private equity to give management flexibility for long-term reinvestment. Its partners also emphasize a customer-centric operating playbook developed from their own experience owning and operating multiple companies over 10+ years.

### Where does the team's operating track record come from outside of Abacus?

Co-founder Clayton Mobley built Spartan Value Investors into a family of six entities and seven brands before launching Green Rock in 2017. Co-founder Robert Israel grew Keg Logistics's value 30-fold in three years and led its merger with Atlas Keg Company. Partner Bill Nabors previously served as interim CFO for a Green Rock portfolio company in the mining sector and as COO of freetextbooks.com.

## Related profiles

- [77 Partners](https://altss.com/profile/77-partners)
- [ABC Partners](https://altss.com/profile/abc-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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