Agentech Equities, LLC

Overview

Agentech Equities, LLC is a small, owner-operated registered advisory that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and shows a clear preference for equity exposure, using exchange-traded instruments as its primary building blocks. Agentech Equities, LLC is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator. Given its size and client base, the firm appears to run compact, hands-on portfolios rather than large institutional strategies.

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Location & Offices