Agtb Fund Manager, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 318665
- Registered since
- February 25, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Agtb Fund Manager, LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2022. The firm serves an institutional client base and reports advisory activity focused on portfolio management for investment companies. Ownership is listed as a combination of a domestic entity and an individual, and the adviser is identified as related to other advisers rather than operating as an independent capital allocator. Fee arrangements include both a percentage-of-assets component and performance-based fees. The firm does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Owners & executives
2 of 2
Kristin Swon
Chief Compliance OfficerCRD 7023673

Terrence Walters
Chief Financial OfficerCRD 5346626
Contacts
2 of 2
Jenny Neslin
General CounselCRD 7495094

Trevor Clark
Managing PartnerCRD 2126542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 245 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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