Investment adviser · CRD 165566
AGR PARTNERS, LLC
Investment adviser filing (IA)
VISALIA, CA, United States · Form ADV filed Mar 30, 2015
- Regulatory AUM
- $135M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
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: Mar 30, 2015. View historical filings
Reported services
Business portfolio management
Compensation
Fixed · Performance-based
Principal office
113 NORTH CHURCH STREET, SUITE 510VISALIA, CA, 93291, United States
CRD 165566
Filing source
Form ADV 875454 · Mar 30, 2015 · 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.