Investment adviser · CRD 128590

ABACUS WEALTH PARTNERS

Investment adviser filing (IA)

ABACUS WEALTH PARTNERS, LLC

SANTA MONICA, CA, United States · Form ADV filed Sep 30, 2026

Regulatory AUM: $3.58B
Client accounts: 6,030
Employees: 65
Advisory professionals: 37

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	747	$2,829,766,576	79.1%
Charities	22	$390,646,409	10.9%
Individuals	800	$346,355,752	9.7%
Corporations & businesses	5	$12,469,419	0.3%

Filing source

Form ADV 2135791 · Sep 30, 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

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ALIGN IMPACT FUND, LPPrivate Equity Fund · Last reported Sep 30, 2026$11.6MGross asset value

Form D fundraising filings

Align Impact Fund, L.P.

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States

Custodian BANK OF AMERICA, N.A. TAMPA, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

Fund details & source

Fund ID: 805-2949986356
Reported beneficial owners: 70
Minimum commitment: $100K
Form D file number: 021-198444

Form ADV 2135791 · Sep 30, 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.

ABACUS SUSTAINABLE FUND, LPPrivate Equity Fund · Last reported Dec 4, 2024$500KGross asset value

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States

Custodian MILLENIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

Fund details & source

Fund ID: 805-1507040537
Reported beneficial owners: 57
Minimum commitment: $100K
Form D file number: 021-113550

Form ADV 1918038 · Dec 4, 2024 · 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: Sep 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

429 SANTA MONICA BLVD., SUITE 500
SANTA MONICA, CA, 90401, United States

CRD 128590

Filing source

Form ADV 2135791 · Sep 30, 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.