|
⚲
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| Agili PC
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|
|---|---|
| CRD # | 107664 |
| SEC # | 801-43264 |
| CIK # | |
| AUM | $972.5 MM (2023-03-30) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 804-358-2702 |
| Address | 1806 Summit Avenue Richmond, VA 23230 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| SA | MJA Innovative Income Fund LP | 2013-04-01 | 0.1 | |
| PE | MJA Private Equity Partners 2004 LP | 2013-04-01 | 0.0 | |
| Other | MJA Special Opportunities Fund LP | 2013-04-01 | 13.5 | |
| VC | MJA Venture Partners 2000 LP | 2013-04-01 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 36.1 |
| (b) Individuals (high net worth individuals) | 266 | 907.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 13.7 |
| (g) Pension and profit sharing plans | 5 | 14.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,057 | 972.5 |
| By Discretionary | ||
| Discretionary | 2,039 | 969.9 |
| Non-Discretionary | 18 | 2.6 |
| Total | 2,057 | 972.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 972.5 | |
| Total | 2,057 | 972.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cordoba Advisory Partners LLC
✚
|
NY | 1.1 |
|
McDonald Partners LLC
✚
|
OH | 1.1 |
|
Aegis Capital Corp
✚
|
NY | 1.0 |
|
Mayflower Financial Advisors LLC
✚
|
MA | 1.0 |
|
Marble Harbor Investment Counsel LLC
✚
|
MA | 1.0 |
|
Henry H Armstrong Associates Inc
✚
|
PA | 0.9 |
|
Neirg Wealth Management LLC
✚
|
MA | 0.9 |
|
Sectoral Asset Management Inc
✚
|
0.9 | |
|
Avitas Wealth Management LLC
✚
|
CA | 0.9 |
|
Hunter Perkins Capital Management LLC
✚
|
IL | 0.9 |