RIA Intelligence

ABACUS INVESTMENTS LLC

CRD #327805 SEC #801-128617 BIRMINGHAM, AL 205-661-8189
SEC Registered Private Funds
Total AUM
$105.9M
Discretionary
$105.9M
Employees
11
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Alabama
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Hertzog, NathanICHIEF COMPLIANCE OFFICERNA
Hertzog, NathanICHIEF COMPLIANCE OFFICERNA
Hertzog, NathanICHIEF COMPLIANCE OFFICERNA
Hertzog, NathanICHIEF COMPLIANCE OFFICERNA
Nabors, William, HenryIMEMBER/DIRECTORNA Control
Nabors, William, HenryIMEMBER/DIRECTORNA Control
Nabors, William, HenryIMEMBER/DIRECTORNA Control
Nabors, William, HenryIMEMBER/DIRECTORNA Control
AYERS INVESTMENTS LLLPDEMEMBERC Control
AYERS INVESTMENTS LLLPDEMEMBERC Control
AYERS INVESTMENTS LLLPDEMEMBERC Control
AYERS INVESTMENTS LLLPDEMEMBERC Control
MOBLEY HOLDINGS, LLCDEMEMBERC Control
MOBLEY HOLDINGS, LLCDEMEMBERC Control
MOBLEY HOLDINGS, LLCDEMEMBERC Control
MOBLEY HOLDINGS, LLCDEMEMBERC Control
Israel, Robert, ChristopherIMEMBER/DIRECTORA Control
Israel, Robert, ChristopherIMEMBER/DIRECTORA Control
Israel, Robert, ChristopherIMEMBER/DIRECTORA Control
Israel, Robert, ChristopherIMEMBER/DIRECTORA Control
Nguyen, Dan, HieuIMEMBER/DIRECTORA Control
Nguyen, Dan, HieuIMEMBER/DIRECTORA Control
Nguyen, Dan, HieuIMEMBER/DIRECTORA Control
Nguyen, Dan, HieuIMEMBER/DIRECTORA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Ayers, ToddIAYERS INVESTMENTS LLLPC Control
Ayers, ToddIAYERS INVESTMENTS LLLPC Control
Ayers, ToddIAYERS INVESTMENTS LLLPC Control
MOBLEY INVESTMENTS LLLPDEMOBLEY HOLDINGS, LLCC Control
MOBLEY INVESTMENTS LLLPDEMOBLEY HOLDINGS, LLCC Control
MOBLEY INVESTMENTS LLLPDEMOBLEY HOLDINGS, LLCC Control
Mobley, ClaytonIMOBLEY INVESTMENTS LLLPC Control
Mobley, ClaytonIMOBLEY INVESTMENTS LLLPC Control
Mobley, ClaytonIMOBLEY INVESTMENTS LLLPC Control

Registrations

Federal

IA
Apr 1, 2025 REGISTERED

Notice Filings (1)

AL

Address

2207 2ND AVE NORTH
BIRMINGHAM, AL 35203
United States
Phone: 205-661-8189