Allocator Index · CRD 107994

ABACUS PLANNING GROUP, INC.

Columbia, SC · 803-933-0054 · linkedin.com/in/brittany-midgette

SEC IAPD record ↗

Fit score

80

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

255

Other individuals

52

HNW assets

$1.95B

Total AUM

$2.16B

Employees

30

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
PERICULUM, L.P., SERIES BPrivate Equity Fund$5.3M
PERICULUM, L.P., SERIES APrivate Equity Fund$3.4M
PERICULUM, L.P., SERIES CPrivate Equity Fund$3.1M
TERRUM REAL ESTATE PARTNERSHIP I, LPPrivate Equity Fund$138K
TYCHEE OPPORTUNITY FUND I, L.P.Private Equity Fund$24K