Abacus Planning Group
Asset Manager SEC-registered adviser
Legal name: Abacus Planning Group, Inc.
AUM
$2.2B
Regulatory AUM
Private funds
5
Private Equity 5
Private fund assets
$12.0M
Gross asset value
Employees
30
Last Form D raise
—
From SEC Form ADV filing (filed Apr 13, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
C
J
Funds(5)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Periculum, L.P., Series B | Private Equity | $5.3M | — | — | — | |
| Periculum, L.P., Series A | Private Equity | $3.4M | — | — | — | |
| Periculum, L.P., Series C | Private Equity | $3.1M | — | — | — | |
| Terrum Real Estate Partnership I, LP | Private Equity | $138K | — | — | — | |
| Tychee Opportunity Fund I, L.P. | Private Equity | $24K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 107994
- SEC file number
- 801-55414
- CIK
- 1602730
Sources
- SEC Form ADV Oct 14, 2026