Investment adviser · CRD 153781
AGF INVESTMENTS
Investment adviser filing (IA)
AGF INVESTMENTS LLC
BOSTON, MA, United States · Form ADV filed Jun 26, 2026
- Regulatory AUM
- $4.92B Form ADV · Item 5.F
- Client accounts
- 15 Accounts, not individual clients
- Employees
- 33 Reported in this filing
- Advisory professionals
- 23 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 |
|---|---|---|---|
| Pooled investment vehicles | 12 | $4,533,205,178 | 92.1% |
| Investment companies | 1 | $364,732,184 | 7.4% |
| Corporations & businesses | Fewer than 5 | $14,655,204 | 0.3% |
| Other clients | 8 | $9,334,667 | 0.2% |
Filing source
Form ADV 2113452 · Jun 26, 2026 · 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: Jun 26, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
99 HIGH STREET, SUITE 2802BOSTON, MA, 02110, United States
CRD 153781
Filing source
Form ADV 2113452 · Jun 26, 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.