Managers/Private equity/South Carolina/Abacus Planning Group

Abacus Planning Group

Abacus Planning Group is a private equity manager in Columbia, SC. It is registered with the SEC as an investment adviser with $2.2B in regulatory assets and 30 staff.

Funds on file
0
Raised, all funds
None yet
Regulatory assets
$2.2B
Staff
30
Pension investors
None found

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$2.2B
Employees30
Clients255 wealthy individuals, 52 individuals, 11 charities and 10 pension plans.
Control personsXimena, Alexandra Chastain, Charles, Bays Flowers, Cheryl, Rene Holland.
Private funds8 private funds holding $17.4M in gross assets.

Private funds it reports

FundTypeGross assets
Periculum, L.P., Series B Private equity $6.4M
Periculum, L.P., Series A Private equity $4.7M
Periculum, L.P., Series C Private equity $3.6M
Terrum Royalty Fund Private equity $1.1M
Terrum Royalty Fund II Private equity $762.6K
Terrum Royalty Fund Iii Private equity $594.2K
Terrum Real Estate Partnership I Private equity $263.7K
Tychee Opportunity Fund I Private equity $36.7K