Agata Investments LLC
Firm details
- Headquarters
- Saratoga, California
- CRD number
- 318275
- Fee structure
- Hourly Charges, Fixed Fees
Firm profile
FINTRXOverview
Agata Investments LLC is organized as a limited liability company and is classified as an independent registered investment adviser owned by an individual. The firm does not present itself as a capital allocator and is not active on ESG investing. Its regulatory footprint appears limited — it is not listed as a multi-state adviser and is not described as a pension consultant or related adviser in the source snapshot. The firm’s primary business activity is categorized as "Other Financial Product Salesperson." Fee arrangements are non‑traditional for the adviser channel: Agata Investments uses hourly charges and fixed fees rather than asset‑based billing. The SEC registration year is not specified in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Rakesh Gupta
Manager/Chief Compliance OfficerCRD 6385333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saratoga, CA
Santa Clara
Location
Saratoga, CA
Headquartered in Saratoga, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 20544 Debbie Ln
- Time zone
- PT (UTC-8)
- Office locations
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