AGF Investments
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 153781
- Registered since
- July 29, 2010
- Website
- www.agf.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles92.1%
- Investment Companies7.41%
- Corporations / Businesses0.3%
- Other0.19%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
AGF Investments is a U.S.-registered limited liability company that has been SEC-registered since 2010. The firm serves an institutional client base and operates primarily on a percentage-of-AUM fee model. Ownership is listed as a combination of a foreign entity and an individual. Its advisory mandate centers on discretionary portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. AGF is not identified as an active ESG investor, is not a capital allocator to third-party managers, and does not report pension consulting or multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Mark Adams
Chief Legal Officer, Corporate SecretaryCRD 6561865
William Deroche
Chief Investment OfficerCRD 2557975
Contacts
3 of 6
Heather Justason
Compliance OfficerCRD 3191531
Judith Goldring
Head of Global DistributionCRD 5178293
Charles Jackson
CRD 8195788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$2.1B in ETFs
100%
$2.1B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THE TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) | State Street | Passive | Technology | $140M | 1,182,403 | 6.56% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 99 High St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ghisallo Capital Management LLC
RIABoston, MA
Hill City Capital LP
RIABoston, MA
Finepoint Capital LP
RIABoston, MA
SRB Corporation
RIABoston, MA
Baypine Holdings LP
RIABoston, MA
Summit Partners Public Asset Management, LLC
RIABoston, MA