{"url":"https://nivawealth.com/firms/ab2-capital-partners-318038","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318038","regulatoryAum":1150000000,"crd":"318038","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6074918","suffix":null,"lastName":"BLACHARZ","firstName":"ALAN","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-06-24","regulatoryAum":731000000,"clients":14,"employees":1,"offices":1},{"filedOn":"2023-07-24","regulatoryAum":867000000,"clients":0,"employees":1,"offices":1},{"filedOn":"2024-02-28","regulatoryAum":947900000,"clients":0,"employees":1,"offices":1},{"filedOn":"2025-02-28","regulatoryAum":1020000000,"clients":0,"employees":1,"offices":1},{"filedOn":"2026-02-26","regulatoryAum":1150000000,"clients":0,"employees":1,"offices":1}],"secFileNumber":"801-123317","legalName":"Ab2 Capital Partners LLC","displayName":"AB2 Capital Partners","slug":"ab2-capital-partners-318038","website":"https://ab2capitalpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"November","headquarters":{"street":"1201 S Ocean Drive, Apt 1101n","city":"Hollywood","state":"FL","stateName":"Florida","country":"United States","postalCode":"33019"},"tradeNames":[],"registration":{"secApproved":"25 February 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1150000000,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":1150000000,"nonDiscretionaryAccounts":51,"wrapProgram":null,"nonUsClientsPct":100,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"fewerThan5":true,"regulatoryAum":1150000000}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T05:34:55.348139+00:00","documents":[{"name":"AB2 CAPITAL PARTNERS LLC BROCHURE DATED 2026-02","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012338","versionId":1012338,"submittedOn":"2026-02-26"}]},"custodians":[{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"NY, NY","smaAssets":281000000},{"name":"Citigroup Global Markets Inc.","shortName":"Citigroup Global Markets","location":"NY, NY","smaAssets":468000000},{"name":"Valley Financial Management, Inc.","shortName":"Valley Financial Management","location":"New York, NY","smaAssets":162000000}],"custodyNote":"AB2 Capital Partners has custody of $200K in client assets for 4 clients.","otherCustodians":[],"leadership":[{"name":"Alan Blacharz","title":"Chief Compliance Officer, Manager and President","crd":"6074918"}],"ownership":[{"label":"Alan Blacharz","detail":"Chief compliance officer, manager and president in the 75% or more ownership band and a control person, since November 2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1201 S Ocean Drive, Apt 1101n","city":"Hollywood","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"954-802-8328","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["Fixed fees (other than subscription fees)","Other"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":27},{"label":"Sovereign bonds","percent":3},{"label":"Investment grade corporate bonds","percent":20},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Cash and cash equivalents","percent":35}],"privateFunds":0},"sources":{"adv1FilingDate":"26 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318038/PDF/318038.pdf","brochureDate":"26 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012338","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"What services does AB2 Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does AB2 Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does AB2 Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does AB2 Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns AB2 Capital Partners?","answer":"AB2 Capital Partners’ direct owner is Alan Blacharz (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does AB2 Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact AB2 Capital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}