AB2 Capital Partners provides portfolio management for individuals and small businesses and selecting other managers.
AB2 Capital Partners lists high-net-worth individuals as clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $1.15B across 51 accounts are not. Of its clients, 100% are outside the U.S.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | Fewer than 5 | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $1.15B | 100.0% | — |
| Total | Not reported | $1.15B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.15B
- AUM share
- 100.0%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $1.15B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 100%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
AB2 Capital Partners is paid through fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Alan Blacharz owns 75% or more of AB2 Capital Partners. The leadership team of AB2 Capital Partners includes President Alan Blacharz. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Ab2 Capital Partners LLC
Alan Blacharz
Control person · since November 2021
AB2 Capital Partners’ regulatory assets grew 1.6× from $731M (June 2022) to $1.15B (February 2026); clients fell from 14 to 0 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $1.15B | 0 | 1 | 1 |
| Feb 2025February 2025 | $1.02B | 0 | 1 | 1 |
| Feb 2024February 2024 | $948M | 0 | 1 | 1 |
| Jul 2023July 2023 | $867M | 0 | 1 | 1 |
| Jun 2022June 2022 | $731M | 14 | 1 | 1 |
Besides its headquarters, AB2 Capital Partners has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1201 S Ocean Drive, Apt 1101n, HollywoodHQ
Contact and registration details
- Legal name
- Ab2 Capital Partners LLC
- Headquarters
- 1201 S Ocean Drive, Apt 1101n, Hollywood, FL 33019
- Website
- ab2capitalpartners.com
- Phone
- 954-802-8328
- SEC file
- 801-123317
- Structure
- Florida LLC
- Fiscal year end
- November
AB2 Capital Partners’ named custodians for separately managed accounts are Citigroup Global Markets ($468M, 51%), J.P. Morgan ($281M, 31%) and Valley Financial Management ($162M, 18%). AB2 Capital Partners has custody of $200K for 4 clients.
- J.P. MorganJ.P. Morgan Securities LLC · NY, NY · $281M31%
- Citigroup Global MarketsCitigroup Global Markets Inc. · NY, NY · $468M51%
- Valley Financial ManagementValley Financial Management, Inc. · New York, NY · $162M18%
At year end, AB2 Capital Partners’ separately managed accounts were mostly in bonds (51%) and cash (35%).
What the accounts hold
- Stocks2%
- Funds11%
- Bonds51%
- U.S. government and agency bonds27%
- Investment grade corporate bonds20%
- Sovereign bonds3%
- High-yield corporate bonds1%
- Cash35%
Filed values cover 99%. The neutral 1% gap has no reported category.
What services does AB2 Capital Partners offer?
AB2 Capital Partners provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does AB2 Capital Partners use?
AB2 Capital Partners’ separately managed account assets are held at Citigroup Global Markets Inc. (NY, NY), with $468M, J.P. Morgan Securities LLC (NY, NY), with $281M and Valley Financial Management, Inc. (New York, NY), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does AB2 Capital Partners have?
AB2 Capital Partners has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does AB2 Capital Partners invest in?
At the end of its last fiscal year, AB2 Capital Partners’ separately managed accounts held 35% cash and equivalents, 27% U.S. government and agency bonds, 20% investment grade corporate bonds, 11% registered funds (mutual funds, ETFs, BDCs), 3% sovereign bonds, 2% exchange-traded equities and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns AB2 Capital Partners?
AB2 Capital Partners’ direct owner is Alan Blacharz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does AB2 Capital Partners get paid?
AB2 Capital Partners is paid through fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact AB2 Capital Partners?
AB2 Capital Partners’ main office is at 1201 S Ocean Drive, Apt 1101n, Hollywood, FL 33019. Its phone number is 954-802-8328. Its website is ab2capitalpartners.com.