Agility Multi-Asset Income Fund

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Umb Fund Services, Inc. 235 West Galena Street
Milwaukee, WI, 53212
Phone: 888-449-4909

Filings

Date Type Incremental Cash Raw Filing
2024-07-26 New $742,929,992 SEC link
2023-07-28 Amended $1,091,864 SEC link
2022-07-28 Amended $4,505,949 SEC link
2021-07-28 Amended $0 SEC link
2020-07-29 Amended $6,885,572 SEC link
2019-08-05 Amended $38,210,159 SEC link
2018-09-25 Amended $32,462,340 SEC link
2017-08-16 Amended $10,947,500 SEC link
2016-08-26 Amended $111,046,659 SEC link
2014-12-23 Amended $37,017,840 SEC link
2014-09-25 Amended $181,038,639 SEC link
2013-12-18 Amended $46,210,085 SEC link
2012-12-18 Amended $116,938,460 SEC link
2011-12-28 Amended $0 SEC link
2011-08-29 Amended $152,196,100 SEC link
2010-09-03 New $0 SEC link

Directors and Executives (Current and Past)

Name Role
Philip W. Alfonsin Executive
N/A Alternative Strategies Group, Inc. Promoter
James F. Angelos Executive
Brigid Breen Executive
Sheelpa P. Brown Executive
N/A Cerity Partners Ocio Llc. Promoter
Darrell Cronk Director, Executive
James Dean Director
Doretta Dunegan Executive
James Dunn Director
Terrance P. Gallagher Director
Stephen Golding Director
James Hille Director
Jonathan Hook Director
David G. Lee Director
Lloyd Lipsett Executive
Ann Maurer Executive
Daniel Mavico Executive
Jack Mc Minn Executive
Kent E. Muckel Executive
Bernadette Murphy Executive
Yukari Nakano Director, Executive
Sean Nicolosi Executive
Britta Perkio Patterson Executive
N/A Perella Weinberg Partners Capital Management, Lp Promoter
N/A Perella Weinberg Partners Captial Management, Lp Promoter
Britta Perkio Executive
Michael Roman Executive
George Schaeffer Executive
Dennis Schmal Director
Perpetua Seidenberg Executive
Robert Seyferth Director
Gary E. Shugrue Director
Gregory Sigmund Executive
Adam I. Taback Executive
N/A Wells Fargo Investment Institute, Inc. Promoter