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AB2 CAPITAL PARTNERS LLC

HOLLYWOOD, FL · CRD 318038 · IAPD ↗ · (954) 802-8328

$1.15BRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2025 — AB2 CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($947.9M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
March 2024 — AB2 CAPITAL PARTNERS LLC now reports custody of client assets ($200,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.