AGF Investments LLC

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Assets, Funds, Holdings

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AGF Investments LLC
CRD #153781
SEC #801-71685
CIK #0001157765, 0001479599, 0001003518, 0001479598
AUM $2.8 B (2025-05-27)
Employees 18 (50% Investors, 33% Brokers)
Phone617-292-9804
Address99 High Street
Boston, MA 02110
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02009201420202026
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.9
Facebook Inc 0.7
Broadcom Inc 0.6
Alphabet Inc 0.5
Amazon Com Inc 0.5
Chesapeake Energy Corp 0.5
Robinhood Markets Inc 0.4
Royal Bank of Canada 0.4
Boston Scientific Corp 0.3
Goldman Sachs Group Inc 0.3
View All
Holdings by Sector ($B)
25201510502009201420202026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.4
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 13 2.4
(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 14 2.8
By Discretionary
Discretionary 9 2.3
Non-Discretionary 5 0.5
Total 14 2.8
By Non-United States Persons
Non-United States Persons 2.4
United States Persons 0.4
Total 14 2.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001003518]
13F-HR [0001157765]
13F-NT [0001157765]
13F-HR [0001479598]
13F-NT [0001479598]
D [0001479598]
SC 13G [0001479598]
SC 13G [0001479599]
Form 13D/13G Filer Form 13D/13G Subject Filed
FMR LLC AGF Investments Trust [2025-07-08]
Brookstone Capital Management AGF Investments LLC [2023-05-03]
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Lazard Asset Management Canada Inc
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