Abacus Wealth Partners

Asset Manager SEC-registered adviser

Legal name: Abacus Wealth Partners, LLC

Santa Monica, CA Website X

AUM

$3.6B
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$11.6M
Gross asset value

Employees

65

Last Form D raise

—

From SEC Form ADV filing (filed Sep 30, 2026). View on SEC

People(11)

Owners and executive officers named on the firm's SEC Form ADV.

B
Barbara Wolf
Board Member / Partner
Source: SEC Form ADV
B
Barrett Porter
Financial Advisor and Partner
Source: SEC Form ADV
B
Brenton Kessel
Co-Founder
Source: SEC Form ADV
E
Emily Benedetto
Board Member / Partner
Source: SEC Form ADV
G
Gabriel Brenner
Board Member / Partner
Source: SEC Form ADV
L
Lindsey Rafkind
Co-Cio/Partner
Source: SEC Form ADV
M
Matthew Rivera
Co-Cio/Partner
Source: SEC Form ADV
N
Neela Hummel
Co-Ceo
Source: SEC Form ADV
S
Spencer Sherman
Co-Founder
Source: SEC Form ADV
S
Susan Olson
Board Member / Partner
Source: SEC Form ADV
W
Walter Yu
Board Member
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Align Impact Fund, LPPrivate Equity$11.6M———

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
128590
SEC file number
801-62557
CIK
1978011

Sources