Spears Abacus Advisors LLC
Legal Name: SPEARS ABACUS ADVISORS LLC
Full Contact Details
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
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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
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ABACUS AND ASSOCIATES HOLDINGS, LLC
MEMBER owns more than 25% but less than 50%
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FRANK ALAN WEIL
MANAGER owns less than 5%
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JAMES ERNEST BREECE
PRINCIPAL, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns more than 5% but less than 10%
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JOHN RAGGIO
PRINCIPAL, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns less than 5%
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KATHRYN PAYNE BELLER
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARGARET MARY MACLENNAN
PRINCIPAL AND CHIEF FINANCIAL OFFICER owns less than 5%
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MICHELE DAYLE CLEARY
PRINCIPAL AND DIRECTOR OF OPERATIONS AND ADMINISTRATION owns less than 5%
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PAUL FRANK PFEIFFER
PRINCIPAL, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns more than 5% but less than 10%
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ROBERT MICHAEL RAICH
PRESIDENT, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns more than 5% but less than 10%
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ROBERT PATTRIDGE MORGENTHAU
PRINCIPAL, PORTFOLIO MANAGER, MANAGER, AND MEMBER owns less than 5%
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SPEARS & CO. LLC
MEMBER owns more than 25% but less than 50%
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WILLIAM GERLI SPEARS
CHAIRMAN, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER, AND MANAGER owns less than 5%
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WILLIAM WALKER MARDEN
PRINCIPAL AND PORTFOLIO MANAGER owns less than 5%
Indirect Owners
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FRANK ALAN WEIL
MANAGER
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HONOR (NMN) LASSALLE
MANAGER
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WILLIAM GERLI SPEARS
MANAGER & MEMBER owns more than 50% but less than 75%
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WILLIAM SYLVAN WEIL
MANAGER
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