Agnew Capital Management LLC

Overview

Agnew Capital Management LLC is a small, individual-owned advisory firm focused on portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-assets, hourly, and fixed fees and operates with both discretionary and non-discretionary client relationships. It is not an active ESG investor, does not act as a pension consultant, and does not present itself as a multi-state adviser or related adviser to another firm. Given its client base and fee structure, the firm appears to position itself as a boutique adviser providing customized advice rather than running large, institutional-style strategies. Investment activity centers on publicly offered pooled vehicles, with the majority of client assets placed in mutual funds and other public funds. Agnew Capital Management uses third-party managers for alternative exposure — specifically hedge funds — rather than building proprietary alternative strategies in-house. That mix suggests an emphasis on manager selection and allocation across liquid pooled products, supplemented by external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices