Ab2 Capital Partners Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 51
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Feb 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $1.2B | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alan Blacharz | Chief Compliance Officer, Manager And President | Nov 2021 (5y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/26/2026 | 967 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • DISCRETIONARY BONUS
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Citigroup Global Markets Inc. $468M (41% of AUM) Feb 2026
- J.P. Morgan $281M (24% of AUM) Feb 2026
- Valley Financial Management, Inc. $162M (14% of AUM) Feb 2026
- Leumi Investment Services Inc. $141M (22% of AUM) Jan 2022
- Morgan Stanley $124M (12% of AUM) Feb 2025
- Pershing $67.0M (10% of AUM) Jan 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.
View current Form ADV (SEC/IAPD) ↗