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 is legally known as SPEARS ABACUS ADVISORS LLC. It is a DE Limited Liability Company. This firm has 12 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) 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

An independent investment firm continuing a 100-year legacy of wealth management. We are investment managers with a studied, straightforward approach to building lasting wealth. Our process relies on proprietary research, independent analysis, and knowledge of each client’s goals. We openly share …

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%