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| Agate PASS Investment Management LLC
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|
|---|---|
| CRD # | 155049 |
| SEC # | 801-115003 |
| CIK # | 0001900409 |
| AUM | $278.7 M (2025-06-17) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 206-842-5770 |
| Address | 400 Winslow Way East Bainbridge Island, WA 98110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 12.6 | ||
| Microsoft Corp | 12.6 | ||
| Apple Inc | 10.1 | ||
| Alphabet Inc | 9.2 | ||
| Abbott Laboratories | 8.7 | ||
| J P Morgan Chase & Co | 7.9 | ||
| Oracle Corp | 7.0 | ||
| Amazon Com Inc | 5.2 | ||
| Cisco Systems Inc | 4.7 | ||
| Johnson & Johnson | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 17.9 |
| (b) Individuals (high net worth individuals) | 87 | 260.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 313 | 278.7 |
| By Discretionary | ||
| Discretionary | 313 | 278.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 313 | 278.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.7 | |
| Total | 313 | 278.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001900409] |
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|---|---|---|
|
Aspen Wealth Strategies LLC
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CO | 0.3 |
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Pacific Asset Management LLC
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WA | 0.3 |
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Schulhoff & Co Inc
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OH | 0.3 |
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Fortress Planning Group LLC
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Miura Investment Advisors Inc
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FL | 0.3 |
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Citrine Capital LLC
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WY | 0.3 |
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1 North Wealth Services LLC
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Journey Financial Group Inc
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IL | 0.3 |
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V2 Financial Group LLC
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0.3 |