Investment adviser · CRD 107994
ABACUS PLANNING GROUP, INC.
Investment adviser filing (IA)
COLUMBIA, SC, United States · Form ADV filed Apr 13, 2026
- Regulatory AUM
- $2.16B Form ADV · Item 5.F
- Client accounts
- 2,854 Accounts, not individual clients
- Employees
- 30 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 255 | $1,954,879,768 | 90.7% |
| Charities | 11 | $97,575,425 | 4.5% |
| Retirement plans | 10 | $70,664,582 | 3.3% |
| Individuals | 52 | $32,565,619 | 1.5% |
| Corporations & businesses | Fewer than 5 | $121,355 | 0.0% |
Filing source
Form ADV 2094298 · Apr 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PERICULUM, L.P., SERIES BPrivate Equity Fund · Last reported Apr 13, 2026$5.26MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-5077726028
- Reported beneficial owners
- 13
- Minimum commitment
- $50K
- Form D file number
- 021-198852
Form ADV 2094298 · Apr 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PERICULUM, L.P., SERIES APrivate Equity Fund · Last reported Apr 13, 2026$3.44MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9568321112
- Reported beneficial owners
- 12
- Minimum commitment
- $50K
- Form D file number
- 021-198852
Form ADV 2094298 · Apr 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PERICULUM, L.P., SERIES CPrivate Equity Fund · Last reported Apr 13, 2026$3.14MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6716339415
- Reported beneficial owners
- 11
- Minimum commitment
- $50K
- Form D file number
- 021-198852
Form ADV 2094298 · Apr 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TERRUM REAL ESTATE PARTNERSHIP I, LPPrivate Equity Fund · Last reported Apr 13, 2026$138KGross asset value
Form D fundraising filings
Terrum Real Estate Partnership I, LP
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4132024090
- Reported beneficial owners
- 37
- Minimum commitment
- $50K
- Form D file number
- 021-127047
Form ADV 2094298 · Apr 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TYCHEE OPPORTUNITY FUND I, L.P.Private Equity Fund · Last reported Apr 13, 2026$24.4KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2367293372
- Reported beneficial owners
- 8
- Minimum commitment
- $50K
- Form D file number
- 021-131818
Form ADV 2094298 · Apr 13, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TERRUM ROYALTY FUND, L.P.Private Equity Fund · Last reported Mar 15, 2025$738KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6427221623
- Reported beneficial owners
- 7
- Minimum commitment
- $50K
- Form D file number
- 021-130624
Form ADV 1959073 · Mar 15, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TERRUM ROYALTY FUND II, L.P.Private Equity Fund · Last reported Mar 15, 2025$462KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1204929896
- Reported beneficial owners
- 11
- Minimum commitment
- $25K
- Form D file number
- 021-167494
Form ADV 1959073 · Mar 15, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2500 DEVINE STREETCOLUMBIA, SC, 29205-2400, United States
CRD 107994
Filing source
Form ADV 2094298 · Apr 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.