Spears Abacus Advisors LLC
Legal Name: SPEARS ABACUS ADVISORS LLC
Full Contact Details
Spears Abacus Advisors LLC
147 EAST 48TH STREET, NEW YORK, NY
212-230-9865
212-230-9861
Other Info
Spears Abacus Advisors LLC, a DE Limited Liability Company, currently employs 12 individuals, with 6 serving in advisory roles. While there is no information available about the number of clients served, the firm's SEC status is listed as Approved with a registration date of Jan 3, 2007.
The BeeHive Fund
DOWNLOAD Prospectus Statement of Additional Information Annual Report Semi-Annual ReportAccount Forms Manage Your Account Open an Account Investors should consider the investment objectives, risks, and charges and expenses of The BeeHive Fund carefully before investing. The prospectus of The BeeHive…
Spears Abacus
At Spears Abacus, we take a straightforward approach to building lasting wealth while working closely with our clients to meet their goals.
Direct Owners
-
ABACUS AND ASSOCIATES HOLDINGS, LLC
MEMBER owns more than 25% but less than 50%
-
FRANK ALAN WEIL
MANAGER owns less than 5%
-
JAMES ERNEST BREECE
PRINCIPAL, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns more than 5% but less than 10%
-
JOHN RAGGIO
PRINCIPAL, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns less than 5%
-
KATHRYN PAYNE BELLER
CHIEF COMPLIANCE OFFICER owns less than 5%
-
MARGARET MARY MACLENNAN
PRINCIPAL AND CHIEF FINANCIAL OFFICER owns less than 5%
-
MICHELE DAYLE CLEARY
PRINCIPAL AND DIRECTOR OF OPERATIONS AND ADMINISTRATION owns less than 5%
-
PAUL FRANK PFEIFFER
PRINCIPAL, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns more than 5% but less than 10%
-
ROBERT MICHAEL RAICH
PRESIDENT, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns more than 5% but less than 10%
-
ROBERT PATTRIDGE MORGENTHAU
PRINCIPAL, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns less than 5%
-
SPEARS & CO. LLC
MEMBER owns more than 25% but less than 50%
-
WILLIAM GERLI SPEARS
CHAIRMAN, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER, AND MANAGER owns less than 5%
-
WILLIAM WALKER MARDEN
PRINCIPAL AND PORTFOLIO MANAGER owns less than 5%
Indirect Owners
-
FRANK ALAN WEIL
MANAGER
-
HONOR (NMN) LASSALLE
MANAGER
-
WILLIAM GERLI SPEARS
MANAGER & MEMBER owns more than 50% but less than 75%
-
WILLIAM SYLVAN WEIL
MANAGER
Firms Located Nearby
Top Holdings
- MICROSOFT CORP $66,358k
- Thermo Fisher Scientific Inc $52,501k
- Ball Corp. $50,796k
- DANAHER CORP $45,700k
- ORACLE CORP $41,231k
- CHUBB LIMITED $40,703k
- Apple Inc $31,027k
- American International Group $30,523k
- CITIGROUP INC $29,702k
- CIT GROUP INC $28,817k