Investment adviser · CRD 298462
AGAVE ADVISORS
Investment adviser filing (IA)
AGAVE ADVISORS S.A.
GENEVA, GENEVA, Switzerland · Form ADV filed Oct 23, 2018
- Regulatory AUM
- $112M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1 | $61,000,000 | 54.5% |
| Corporations & businesses | 2 | $38,000,000 | 33.9% |
| High-net-worth individuals | 2 | $13,000,000 | 11.6% |
Filing source
Form ADV 1247369 · Oct 23, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 23, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
RUE DE COUTANCE 6GENEVA, GENEVA, 1201, Switzerland
CRD 298462
Filing source
Form ADV 1247369 · Oct 23, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.