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Abundant Advisors
Abundant Advisors is a multi-family office in New York, founded in 2010 by John A. Davis.
Abundant Advisors
ABUNDANT ADVISORS, LLC is an SEC-registered investment adviser with $27 million in regulatory assets under management. The firm has one employee and one investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
John A. Davis
Founder and Managing Director
David B. Atlas
Managing Director
Sector focus
Frequently asked questions
Who founded Abundant Advisors and what is their background?
John A. Davis founded Abundant Advisors in 2010. He is a tax and estate planning attorney who previously practiced at Kaye Scholer and Farrell Fritz. His legal background shapes the firm's emphasis on multi-generational wealth transfer and trust administration (per public record).
Does Abundant Advisors invest through funds or direct deals?
Abundant Advisors structures client accounts on a separately managed basis. The firm participates in both fund commitments and direct co-investments, with a preference for growth-stage private equity and real estate opportunities (per the firm's website). Its model is bespoke rather than pooled.
Which asset classes does Abundant Advisors focus on?
The firm's primary allocations are in private equity, venture capital, and real estate. It does not publicly disclose exposure to public equities, fixed income, or alternatives such as hedge funds. The emphasis is on long-duration, illiquid assets (per the firm's website).
Is Abundant Advisors a single-family office or multi-family office?
Abundant Advisors operates as a multi-family office serving multiple unrelated families. Its services include investment management, tax compliance, and trust administration, which distinguishes it from single-family offices serving one principal family (per the firm's website).
Where is Abundant Advisors based?
The firm is headquartered in New York, NY. It has no publicly listed satellite offices. Its single-location structure suggests a focused practice rather than national or international expansion.
What is the firm's known posture on co-investments?
Abundant Advisors expresses openness to direct co-investments alongside GP partners, particularly in private equity and real estate. The firm states that co-investments are evaluated for individual client suitability, and it does not operate a dedicated co-investment pool (per the firm's website).
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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