AB2 Capital Partners provides investment advisory and multi-family office services to a small number of ultra-high net worth clients. Services include investment management, sourcing and executing private investments, post-close monitoring, assisting with private investment management, acting as chief investment officer, and providing support and governance roles in private companies. Assets are managed on a non-discretionary basis.
Assets Under Management$1.2B
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2B
Fee Structure
Investment management only (planning not offered)
AB2 Capital charges a fixed annual fee for its services, payable monthly. The fee is negotiated with each client. Clients may also pay an annual discretionary bonus to AB2 Capital. Clients are responsible for custodial fees, brokerage commissions, and other transaction fees.
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