Agf Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated February 26, 2026, reports $4.9B in regulatory assets under management, 33 employees, 1 office, and 15 accounts.
Assets Under Management
$4.9B
Employees
33
Offices
1 office
Total Clients
22
Primary office
BOSTON, MA
99 HIGH STREET, SUITE 2802, BOSTON, MA, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 54.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
54.5%
12
2
FAMILY PARTNERSHIPS & MODEL DELIVERY SERVICES
36.4%
8
3
Investment Cos.
4.5%
1
4
Corporations
4.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.9Bas of February 26, 2026
Discretionary56.1%
$2.8B
56% of total RAUM56.1%
Non-discretionary43.9%
$2.2B
44% of total RAUM43.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.9B
Total Accounts15
10Y AUM Change+$4.1B (+506.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee1:1
10Y Employee Change+25 (+312.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.