AB2 Capital Partners LLC
Firm details
- Headquarters
- Hollywood, Florida
- CRD number
- 318038
- Registered since
- February 25, 2022
- Website
- www.ab2capitalpartners.com
- Custodians
- CITIGROUP GLOBAL MARKETS INC., J.P. MORGAN SECURITIES INC., VALLEY FINANCIAL MANAGEMENT, INC.
- Fee structure
- Fixed Fees, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
AB2 Capital Partners LLC is an SEC-registered limited liability company that provides portfolio management for individuals and small businesses and performs selection of other advisers. The firm is organized as an owner-operated entity and identifies itself as a capital allocator, using external managers as part of its investment approach. It reports a fixed-fee / other fee structure and does not position itself as an active ESG investor. The adviser registered with the SEC in 2022 and is not flagged as a multi-state or newly formed adviser in its filing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents35%
- US Government Bonds27%
- Investment Grade Corp Bonds20%
- Public Funds/Mutual Funds11%
- Sovereign Bonds3%
Contacts
1 of 1
Alan Blacharz
PresidentCRD 6074918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hollywood, FL
Broward
Location
Hollywood, FL
Headquartered in Hollywood, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 1201 S Ocean Dr
- Time zone
- ET (UTC-5)
- Office locations
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