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| Agate Pass Investment Management LLC
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| CRD # | 155049 |
| SEC # | 801-115003 |
| CIK # | 0001900409 |
| AUM | 336.0 M (2026-03-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 206-842-5770 |
| Address | 400 Winslow Way East Bainbridge Island, WA 98110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001900409 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 15.6 | ||
| Apple Inc | 13.7 | ||
| AbbVie Inc | 13.7 | ||
| Microsoft Corp | 9.6 | ||
| J P Morgan Chase & Co | 7.8 | ||
| Amazon Com Inc | 7.1 | ||
| Johnson & Johnson | 6.7 | ||
| Cisco Systems Inc | 6.7 | ||
| Applied Materials Inc /DE | 5.0 | ||
| Abbott Laboratories | 4.6 | ||
| Alphabet Inc | 4.2 | ||
| United Technologies Corp /DE/ | 3.8 | ||
| Mastercard Inc | 3.5 | ||
| Texas Instruments Inc | 3.5 | ||
| Hubbell Inc | 3.3 | ||
| FleetCor Technologies Inc | 3.1 | ||
| PepsiCo Inc | 2.9 | ||
| Lowes Companies Inc | 2.8 | ||
| Costco Wholesale Corp /NEW | 2.7 | ||
| AMB Property Corp | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 18.6 |
| (b) Individuals (high net worth individuals) | 90 | 317.4 |
| (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 | 320 | 336.0 |
| By Discretionary | ||
| Discretionary | 320 | 336.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 320 | 336.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 336.0 | |
| Total | 320 | 336.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001900409] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
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Peachtree Investment Partners LLC
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Trisperity Advisors LLC
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