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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Santa Monica, CA HQ: Santa Monica, CA

Abacus Wealth Partners

$3.6B Total AUM · Institutional LP profile covering 15 historical fund disclosure records ($286.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Secondaries, Private Credit, Growth Equity, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
15
5 Open Source Trails Below
Sum of Disclosed Rows
$286.6M
Total AUM: $3.6B
Median Disclosed Amount
$21.4M
Range: $5.0M – $28.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/15)
1 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Abacus Wealth Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 15 total tracked records (+10 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Farallon Capital Institutional Partners VI LPAdviser 7.B Vehicle Multi-Strategy 2025
$22.8M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Falfurrias Capital Partners VIAdviser 7.B Vehicle Buyout 2025
$16.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Fairfield US Multifamily Value-Add Fund IVAdviser 7.B Vehicle Real Estate 2025
$11.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bessemer Venture Partners XII, L.P.Adviser 7.B Vehicle Venture Capital 2024
$25.1M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Bridgepoint Europe VII, L.P.Adviser 7.B Vehicle Buyout 2024
$23.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Abacus Wealth Partners

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Abacus Wealth Partners (Family Office / MFO, $3.6B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 20.2% Actual; $64.3M Unallocated Target Bandwidth). SEC Form ADV (801-62557, CRD #128590) verified $3.57B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-25

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Abacus Wealth Partners

875 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Abacus Wealth Partners (14 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 7 Shared Vehicles

Alcoa Corporation Master Retirement Trust

Corporate Pension Plan Pittsburgh, PA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bessemer Venture Partners XII (2025 Vintage)
Abacus Wealth Partners: $25.1M · SEC Form ADV 7.B
Alcoa Corporation Master Retirement Trust: $14.0M · SEC EDGAR Filing

Additional shared vehicles: Strategic Partners Fund X (2025 Vintage) · Bridgepoint Europe VII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Ahuja Charitable Foundation

Private Foundation Naples, FL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Europe VII (2024 Vintage)
Abacus Wealth Partners: $23.9M · SEC Form ADV 7.B
Ahuja Charitable Foundation: $3.8M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Bessemer Venture Partners XII (2025 Vintage) · Madison Dearborn Capital Partners IX (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Ameren Charitable Trust

Private Foundation Dallas, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Partners Fund X (2025 Vintage)
Abacus Wealth Partners: $23.9M · SEC Form ADV 7.B
Ameren Charitable Trust: $3.1M (Carrying Value (990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Bessemer Venture Partners XII (2025 Vintage) · Bridgepoint Europe VII (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+872 Additional Institutional LPs Report Shared Vehicles with Abacus Wealth Partners

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You are viewing 5 open public preview records (out of 15 total tracked records for Abacus Wealth Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 15 tracked historical disclosure records (+10 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (875 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (4) & CRM export

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Strategies Disclosed by Abacus Wealth Partners

Buyout LPs →Secondaries LPs →Private Credit LPs →Growth Equity LPs →Multi-Strategy LPs →

Frequently Asked Questions: Abacus Wealth Partners

What type of institutional allocator is Abacus Wealth Partners and what is their typical disclosed ticket size?

Abacus Wealth Partners is categorized under Family Office / MFO (Regional Roadshow Hub: Santa Monica, CA; Headquarters: Santa Monica, CA). Across 15 historical disclosure records tracked on Prilago ($286.6M total parsed USD across disclosed rows), the median disclosed amount is $21.4M (range: $5.0M to $28.9M).

Which private-market strategies appear in Abacus Wealth Partners's public disclosures?

Abacus Wealth Partners has disclosed records across Buyout, Secondaries, Private Credit, Growth Equity, Multi-Strategy. Open preview records include Farallon Capital Institutional Partners VI LP (2025 Vintage), Falfurrias Capital Partners VI (2025 Vintage), Fairfield US Multifamily Value-Add Fund IV (2025 Vintage), Bessemer Venture Partners XII, L.P. (2024 Vintage).

How are Abacus Wealth Partners's historical records substantiated and separated from active searches on Prilago?

Records for Abacus Wealth Partners cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Abacus Wealth Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/abacus-wealth-partners or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Abacus Wealth Partners?

In Prilago's bilateral commitment graph, Abacus Wealth Partners shares resolved underlying fund vehicles with 875 institutional LPs across 14 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Alcoa Corporation Master Retirement Trust (7 shared vehicles, e.g. Bessemer Venture Partners XII (2025 Vintage)), Ahuja Charitable Foundation (7 shared vehicles, e.g. Bridgepoint Europe VII (2024 Vintage)), Ameren Charitable Trust (7 shared vehicles, e.g. Strategic Partners Fund X (2025 Vintage)).

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