Abacus Capital Group Llc
- Regulatory AUM
- $6.9B
- Discretionary
- $6.9B
- Clients
- 6
- Avg AUM / client
- $1.1B
- Accounts
- 6
- Employees
- 33
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $6.9B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Abacus Multi Family Partners Vi Lp master | Real Estate Fund | Delaware | $2.3B | 46 |
| Abacus Multi Family Partners V Lp master | Real Estate Fund | Delaware | $1.3B | 30 |
| Oregon Abacus Multifamily Associates Lp | Real Estate Fund | Delaware | $952M | 2 |
| Abacus Core Income Fund I Lp | Real Estate Fund | Delaware | $562M | 2 |
| Abacus Multi Family Partners Iv Lp | Real Estate Fund | Delaware | $278M | 26 |
| Abacus Multi Family Partners Iii Lp | Real Estate Fund | Delaware | $0 | 16 |
| Parkway Flats Llc | Real Estate Fund | Texas | $0 | 3 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ellis, Kyle, Yeoman | Senior Vice President | May 2004 (22y) | Less than 5% | |
| Friedman, Benjamin, Louis | Chief Executive Officer | May 2004 (22y) | ≈ 3.75% – 10% via Benjamin L. Friedman Family Trust | |
| Stout, Autumn, Sorrow | Director | Mar 2006 (20y) | Less than 5% | |
| Sarno, Michael, George | Managing Director | Apr 2008 (18y) | Less than 5% | |
| Aidekman, Michael, Aaron | Chief Financial Officer | Jan 2012 (15y) | Less than 5% | |
| Remillard, Jeffrey, Michael | Managing Director | Jan 2012 (15y) | Less than 5% | |
| Lapreta, Joyce, Marie | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Amg Symmetry Acquisition Llc | Member | Dec 2021 | A | 50% – 75% |
| Benjamin L. Friedman Family Trust | Member | Dec 2021 | A | 5% – 10% |
| Affiliated Managers Group, Inc. | Corporate Parent | Sep 2021 | B | ≈ 37.5% – 75% via Amg Symmetry Acquisition Llc |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Friedman, Benjamin, Louis: 75% – 100% of Benjamin L. Friedman Family Trust × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Affiliated Managers Group, Inc.: 75% – 100% of Amg Symmetry Acquisition Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $5.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Abacus Multi Family Partners Vi Lp | Real Estate Fund | $2.3B | $5.0M | 46 |
| Abacus Multi Family Partners V Lp | Real Estate Fund | $1.3B | $50.0K | 30 |
| Oregon Abacus Multifamily Associates Lp | Real Estate Fund | $952M | $5.0M | 2 |
| Abacus Core Income Fund I Lp | Real Estate Fund | $562M | $5.0M | 2 |
| Abacus Multi Family Partners Iv Lp | Real Estate Fund | $278M | $5.0M | 26 |
| Abacus Multi Family Partners Iii Lp | Real Estate Fund | $0 | $5.0M | 16 |
| Parkway Flats Llc | Real Estate Fund | $0 | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗