Abacus Planning Group is a fee-only financial planning and investment counsel firm serving over 170 families and led by Cheryl R. Holland, CFP®. The firm exists to help clients reach their financial goals and, never to be forgotten, their personal dreams. Financial planning demands both breadth and depth of knowledge, and Abacus brings that knowledge to life through collaboration, with a team that blends its varied experience to give confident advice, step-by-step guidance and efficient implementation so clients can decide with ease. Its mission is to provide client-centered, holistic financial planning services to affluent individuals through collaboration, innovation and recognized expertise. The firm holds that it must hear a client to know a client, and know a client to solve problems for that client. Because this matters so much to a beneficial, trusting relationship, it developed a thorough and revealing "foundation laying" program. Abacus is committed to its clients, to one another and to the profession, and honors that commitment with integrity, clarity and a drive to keep improving its wisdom and services.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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