Investment adviser · CRD 288532

AGENT CAPITAL, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

WALTHAM, MA, United States · Form ADV filed Apr 6, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AGENT CAPITAL FUND II LPVenture Capital Fund · Last reported Apr 6, 2026$60.5MGross asset value

Form D fundraising filings

Agent Capital Fund II, LP

Fund administrator LEVERPOINT MANAGEMENT, LLC CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP NEW YORK, New York, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER LLP
PCAOB 274

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-2527677454
Reported beneficial owners
22
Minimum commitment
$500K
Form D file number
021-400063

Form ADV 2091786 · Apr 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AGENT CAPITAL FUND III LPVenture Capital Fund · Last reported Apr 6, 2026$45.1MGross asset value
Fund administrator LEVERPOINT MANAGEMENT, LLC CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP NEW YORK, New York, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER LLP
PCAOB 274

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-9772474304
Reported beneficial owners
7
Minimum commitment
$1M
Form D file number
021-400063

Form ADV 2091786 · Apr 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AGENT CAPITAL FUND I LPVenture Capital Fund · Last reported Apr 6, 2026$34.4MGross asset value

Form D fundraising filings

Agent Capital Fund I LP

Fund administrator LEVERPOINT MANAGEMENT, LLC CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP NEW YORK, New York, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

EISNERAMPER LLP
PCAOB 274

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-1171104239
Reported beneficial owners
10
Minimum commitment
$250K
Form D file number
021-286713

Form ADV 2091786 · Apr 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 6, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1400 MAIN STREET, FLOOR 1
WALTHAM, MA, 02451, United States

CRD 288532

Filing source

Form ADV 2091786 · Apr 6, 2026 · 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.