Blaylock Abacus Asset Management, LLC (Chicago)

Name: Blaylock Abacus Asset Management, LLC
Address: 10 South Wacker Drive, Chicago, IL, 60606
Telephone: 312-441-9756

Blaylock Abacus Asset Management, LLC is a large advisory firm based in Chicago. It manages $254.37 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of District of Columbia, Georgia, Illinois, Missouri, and Ohio.

Blaylock Abacus Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Blaylock Abacus Asset Management: assets under management

The assets under management (AUM) of Blaylock Abacus Asset Management, LLC is $254.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $254.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.44 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Blaylock Abacus Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Blaylock Abacus Asset Management, LLC

Ronald Edward Blaylock has been acting as President since 1 Apr 2004. Michael Andrew Turner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Judith Ann Calder	Shareholder	1 Jun 1991	Other	38260
Cynthia Renee Plouche	Managing director/shareholder	1 Jun 1991	Other	1210432
Llc Blaylock Asset Management	Shareholder	1 Apr 2003	75% - 100%	13-3983104
Deborah G George	Managing director	1 Sep 2003	Other	720983
Augustine Ming Wong	Chief compliance officer	1 Sep 2003	Other	4682800
Linda Elizabeth Jolly	Chief compliance officer	1 Dec 2003	Other	4696925
Stephen Frank Lockman	Shareholder	1 Apr 2004	Other	2486073
Ronald Edward Blaylock	Chairman	1 Apr 2004	Other	1447520
Alice Theresa Kane	Shareholder	1 May 2004	Other	2516556
Nathaniel Hawthorne Christian	Chief compliance officer	1 Oct 2005	Other	2987238
Kimberly Nicole Matthews	Chief compliance officer	1 Oct 2005	Other	2992688
Michael Andrew Turner	Chief compliance officer	1 Jun 2006	Other	1732580

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gp Blaylock General Partners	Majority holder	1 Dec 1993	75% - 100%	22-3270103
Ronald Edward Blaylock	Majority holder	1 Dec 1993	50% - 75%	1447520
L.P. Blaylock General	Majority holder	1 Jul 2003	75% - 100%	22-3270103

Based in Chicago

The principal office where Blaylock Abacus Asset Management, LLC performs its advisory services is located at 10 South Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-441-9756 or by fax 312-441-9769. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at blaylocklp.com/.