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AB2 Capital Partners
AB2 Capital Partners is an SEC-registered investment adviser in Hollywood, FL, established in 2022. The firm oversees $1.1 billion in assets.
Overview
AB2 Capital Partners is an SEC-registered investment adviser in Hollywood, FL, established in 2022. The firm oversees $1.1 billion in assets. It has one employee and one investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Hollywood
Corporate office
Hollywood, FL, United States
Frequently asked questions
Does AB2 Capital Partners operate as a pure investment manager or a broader financial services firm?
AB2 Capital Partners operates as a hybrid, combining discretionary portfolio management with trust and banking-related services. This structure allows the firm to act as both investment adviser and corporate trustee for its clients. The dual role means it can manage liquid investments while simultaneously administering trust accounts and estate settlements from a single relationship touchpoint.
How does AB2 Capital Partners handle trust and estate administration?
The firm's trust services arm functions as a corporate trustee, managing the administrative and fiduciary responsibilities of trust accounts for its wealth management clients. This includes trust accounting, distribution management, and coordination with estate attorneys and tax professionals. By keeping these services under the same roof as investment management, the firm reduces coordination friction during key life events like succession or settlement.
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