AGILITY EQUITY PARTNERS

RIASEC RegisteredEst. 2026
Total AUM
$173M
Discretionary
$173M
100% of AUM
Avg account
$15.7M
Accounts
11
Employees
7
Advisory reps
4

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
338602
Registered since
January 8, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Agility Equity Partners is a limited liability company operating as a private equity sponsor that provides portfolio management for pooled investment vehicles. The firm’s client base is institutional, and it structures fees as a combination of a percentage of assets under management and performance-based fees, which aligns manager compensation with fund returns. Agility Equity Partners does not position itself as a capital allocator to third-party managers; instead it functions as a general partner and sponsor of private equity funds. The firm does not identify as an active ESG investor. Advisory activity is concentrated on running pooled vehicles rather than offering broad retail advisory services or pension consulting. Ownership is held by an individual proprietor, and the firm reports single-state registration and operations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • MICHAEL BLUME

    PartnerCRD 6524830

  • Paul Cohn

    PartnerCRD 7636296

  • JUSTIN BERTRAM

    PartnerCRD 5970093

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
120 5th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth