Abacus Fcf Advisors Llc
- Regulatory AUM
- $643M
- Discretionary
- $643M
- Clients
- 7
- Avg AUM / client
- $91.8M
- Accounts
- 10
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $636M | 98.9% |
| Other investment advisers | 1 | $7.0M | 1.09% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Isaac, Paul, Jerome | Member | May 2011 (15y) | 5% – 10% | |
| Robertson, Sanford, Richard | Member | May 2011 (15y) | 5% – 10% | |
| Pluchenik, Jacob | Member, President | Aug 2016 (10y) | 10% – 25% | |
| Cohen, Derin, Alec | Chief Compliance Officer And Anti Money Laundering Officer | Nov 2019 (7y) | Less than 5% | |
| Chen, Qijun | Treasurer, Pfo | Nov 2019 (7y) | Less than 5% | |
| Shea, Robert, Joseph | Member | Dec 2023 (3y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sausalito Partners, Llc | Member | Aug 2015 | A | 50% – 75% |
| Dynasty Wealth Management, Llc | Member | Jan 2023 | A | Less than 5% |
| Glick Family New York Partnership | 08/2015 | Aug 2015 | B | ≈ 37.5% – 75% via Sausalito Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Glick Family New York Partnership: 75% – 100% of Sausalito Partners, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗