ABACUS PLANNING GROUP, INC.
ABACUS PLANNING GROUP, INC. of COLUMBIA, SC is an SEC-registered investment adviser (CRD 107994). Regulatory assets under management: $2.2B.
Registration
- CRD: 107994
- SEC file number: 801-55414
- Type: Registered investment adviser
- Location: 2500 DEVINE STREET, COLUMBIA, SC, 29205-2400
- Phone: 803-933-0054
- Latest filing: 2026-04-13
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $81.6M
- Clients: 30
- Accounts: 2,854
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Investment cos.
Officers, owners & control persons (17)
Disclosures (6)
| Initiated | Type | Allegations | Status | Amount |
|---|
| 2024-06-24 | regulatory | THE SEC IDENTIFIED FAILURES BY THE FIRM TO COMPLY WITH ADVISERS ACT RULE 206(4)-1 (THE "MARKETING RULE"). SPECIFICALLY, AFTER THE COMPLIANCE DEADLINE FOR THE MARKETING RULE ON NOVEMBER 4, 2022, AND CONTINUING THROUGH JUNE 27, 2024, THE SEC ALLEGED THAT THE FIRM DISSEMINATED AN ADVERTISEMENT CONTAINI… | Final | $150K |
Private funds (5)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| PERICULUM, L.P., SERIES B | Private Equity Fund | South Carolina | 13 | $5.3M | $50K |
| PERICULUM, L.P., SERIES A | Private Equity Fund | South Carolina | 12 | $3.4M | $50K |
| PERICULUM, L.P., SERIES C | Private Equity Fund | South Carolina | 11 | $3.1M | $50K |
| TERRUM REAL ESTATE PARTNERSHIP I, LP | Private Equity Fund | South Carolina | 37 | $138K | $50K |
| TYCHEE OPPORTUNITY FUND I, L.P. | Private Equity Fund | South Carolina | 8 | $24K | $50K |
Branch offices (2)
| City | State | Employees | Phone |
|---|
| GREENVILLE | SC | 5 | 803-933-0054 |
| — | — | 1 | 803-933-0054 |
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