|
⚲
|
| Agility Equity Partners LLC
✚
|
|
|---|---|
| CRD # | 338602 |
| SEC # | 801-134907 |
| CIK # | |
| AUM | $173.1 M (2026-01-23) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 724-984-2009 |
| Address | 120 Fifth Avenue Pittsburgh, PA 15222 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Agility Strategic Equity II AI LP | [2025-09-24] | 90.2 | 26.3 |
| Filed 2025-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $112,500 · Revenue Decline to Disclose | ||||
| PE | Agility Strategic Equity II LP | [2025-09-24] | 90.2 | 31.4 |
| Filed 2025-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $112,500 · Revenue Decline to Disclose | ||||
| PE | TECP Mayesh LP | [2025-09-24] | 4.1 | 4.1 |
| Offered $4,050,003 · Filed 2025-07-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Finder's Fee $11,250 · Revenue Decline to Disclose | ||||
| PE | TECP Spatco LP | [2025-09-24] | 2.7 | 2.7 |
| Offered $2,725,000 · Filed 2024-07-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $3,750 · Revenue Decline to Disclose | ||||
| PE | TECP VII LP | [2025-09-24] | 17.1 | 17.6 |
| Offered $17,098,500 · Filed 2024-04-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $21,750 · Duration One year or less · Commission $48,068 · Revenue Decline to Disclose | ||||
| PE | TECP VI LP | [2024-03-22] | 10.0 | 12.6 |
| Offered $9,970,700 · Filed 2023-07-27 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Duration One year or less · Commission $18,060 · Revenue Decline to Disclose | ||||
| PE | TECP 2022 LP | [2023-03-30] | 18.0 | 30.1 |
| Filed 2022-10-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $33,000 · Revenue Decline to Disclose | ||||
| PE | TECP IV LP | [2023-03-30] | 16.5 | 11.9 |
| Offered $16,513,000 · Filed 2022-10-17 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Duration One year or less · Commission $8,750 · Revenue Decline to Disclose | ||||
| PE | TECP V LP | [2023-03-30] | 3.8 | 21.7 |
| Offered $3,815,000 · Filed 2023-01-23 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Duration One year or less · Commission $10,500 · Revenue Decline to Disclose | ||||
| PE | TECP III LP | [2022-09-23] | 0.0 | 16.0 |
| Offered $12,000,000 · Filed 2022-05-05 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $12,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 173.1 |
| (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 | 11 | 173.1 |
| By Discretionary | ||
| Discretionary | 11 | 173.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 173.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.1 | |
| Total | 11 | 173.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Justin Bertram | Executive Officer | 34 | 3 | |
| Paul Cohn | Executive Officer | 13 | 3 | |
| Michael Blume | Executive Officer | 6 | 2 | |
| Tail End Managing Member I LLC | Promoter | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nestgsv Investment Management LLC
✚
|
NY | 0.2 |
|
Two Parks Capital LLC
✚
|
NY | 0.2 |
|
Wedgewood Asset Management LLC
✚
|
CA | 0.2 |
|
QMP Management LLC
✚
|
TX | 0.2 |
|
Pravati Capital LLC
✚
|
AZ | 0.2 |
|
Lion Equity Investment Advisors LLC
✚
|
CO | 0.2 |
|
Essentia Fund Advisors LLC
✚
|
0.2 | |
|
Haybeach Capital Management LLC
✚
|
NY | 0.2 |
|
Schechter Private Capital LLC
✚
|
MI | 0.2 |
|
White Hat Capital Partners LP
✚
|
NY | 0.2 |