Abacus Wealth Partners
Multi family office in Santa Monica, United States, founded 2004; estimated AUM $3.3B; focus on climate.
Identity
- HEADQUARTERS
- Santa Monica, United States
- OFFICES
- Sebastopol, CA · San Carlos, CA · Ardmore, PA
- FOUNDED
- 2004
- AUM
- ~$3.3B (2026, press estimate)
Investment approach
- SECTORS
- Climate & Energy
Overview
Headquartered in Santa Monica, United States, the firm is listed as a multi family office founded in 2004. Its assets under management are estimated at $3.3B (2026); sectors on record are climate. Other offices: Sebastopol, CA; San Carlos, CA; Ardmore, PA; 4 people are named on its team.
People
- Brent KesselFounder and Financial Advisor · source
- Spencer ShermanFounder and Financial Advisor · source
- Neela HummelCo-CEO and Financial Advisor · source
- Kate Barron-AlicanteDirector of Impact and Financial Advisor · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Abacus Wealth Partners is a multi family office based in Santa Monica, the United States, founded in 2004.
Abacus Wealth Partners does not publicly state whether it invests directly or through funds.
Abacus Wealth Partners invests in Climate & Energy.
Key people at Abacus Wealth Partners include Brent Kessel (Founder and Financial Advisor), Spencer Sherman (Founder and Financial Advisor), Neela Hummel (Co-CEO and Financial Advisor) and Kate Barron-Alicante (Director of Impact and Financial Advisor).