Investment adviser · CRD 158072
AGFE
Investment adviser filing (IA)
AGFE LLP
LONDON, United Kingdom · Form ADV filed Oct 31, 2023
- Employees
- 22 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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 |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $0 | Not reported |
| Pooled investment vehicles | 1 | $0 | Not reported |
| Other investment advisers | 2 | $0 | Not reported |
| Insurance companies | Fewer than 5 | $0 | Not reported |
| Corporations & businesses | 9 | $0 | Not reported |
Filing source
Form ADV 1796775 · Oct 31, 2023 · 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 31, 2023. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management · Security ratings
Compensation
Percentage of assets · Fixed
Principal office
5 MERCHANT SQUARELONDON, W2 1AY, United Kingdom
CRD 158072
Filing source
Form ADV 1796775 · Oct 31, 2023 · 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.