AGR Partners LLC

RIASEC Registered
Total AUM
$1.2B
Discretionary
$855M
73% of AUM
Avg account
$129M
Accounts
9
Employees
14
Advisory reps
5

Firm details

Headquarters
Chicago, Illinois
CRD number
283081
Registered since
March 16, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AGR Partners LLC is organized as a limited liability company and operates as a private equity fund manager focused on institutional clients. The firm has been SEC-registered since 2016 and is owned by an individual. Its primary activity is managing pooled investment vehicles: AGR Partners sponsors and serves as general partner/managing member for private funds and provides portfolio management for those pooled vehicles. Compensation mixes percentage-of-AUM, fixed fees and performance-based fees. AGR Partners does not position itself as a broad capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Wesley Sand

    Wesley Sand

    Chief Operating OfficerCRD 7357335

Contacts

3 of 4
  • Ejnar Knudsen

    Ejnar Knudsen

    Managing PartnerCRD 6032376

  • Christine Taylor

    Christine Taylor

    Vice President, FinanceCRD 6717456

  • Daniel Masters

    Daniel Masters

    PartnerCRD 6776153

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
2 N Riverside Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth