A
CRD: 318038
AB2 Capital Partners LLC
Hollywood, FL, 33019
9548028328
$1.1B Total AUM
$0 Disc. AUM
13.2% 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
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- Custodian
- Citibank ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2022
- Office Locations
- 1
Office Locations
1201 S Ocean Drive APT 1101n Hollywood FL
About AB2 Capital Partners LLC
AB2 Capital Partners LLC is a Hollywood-based RIA. The firm has been operating for 4 years. Managing $1.1B in total assets under management, with 1 advisory representatives. They custody assets with Citibank and JP Morgan. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$1.1B AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Focus Radial ember Value prime Beacon Vertex Momentum
Investment Themes
Timber ember Insight
Investment Vehicles
Oak legacy
Services
North
Owner & Executives
A
ALAN BLACHARZ
Chief Compliance Officer, Manager, President
- CRD
- #6074918
- Ownership
- 75% or more
(274) 416-8446
ridge.vital@embercapital.com
in linkedin.com/in/quantum-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,150,000,000 | $22,549,020 |
| Total | $1,150,000,000 | $22,549,020 |
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Separately Managed Accounts
Total SMA Asset: $1,150,000,000
Cash:
16.5% U.S. Government/Agency:
13.4% Corporate - Investment Grade:
15.6% Public Funds:
12.4% Sovereign Bonds:
20.5% Equity - Exchange:
11.5% Corporate - Non-Investment Grade:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $74,602,733 | 16.5% |
| U.S. Government/Agency | $60,586,462 | 13.4% |
| Corporate - Investment Grade | $70,533,493 | 15.6% |
| Public Funds | $56,065,084 | 12.4% |
| Sovereign Bonds | $92,688,244 | 20.5% |
| Equity - Exchange | $51,995,844 | 11.5% |
| Corporate - Non-Investment Grade | $45,665,914 | 10.1% |
| Total | $452,137,774 | 100.0% |