BAINBRIDGE ISLAND, WACRD 155049Latest ADV March 3, 2026
Agate Pass Investment, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bainbridge Island, WA. Its latest Form ADV filing, dated March 3, 2026, reports $336M in regulatory assets under management, 5 employees, and 320 accounts.
Assets Under Management
$336M
Employees
5
Offices
--
Total Clients
124
Primary office
BAINBRIDGE ISLAND, WA
400 WINSLOW WAY EAST, SUITE 220, BAINBRIDGE ISLAND, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.6% of total clients.
Top client categories% of clientsClients
1
HNWI
72.6%
90
2
Individuals
27.4%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$336Mas of March 3, 2026
Discretionary100.0%
$336M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$336M
Total Accounts320
10Y AUM Change+$209M (+163.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee25:1
10Y Employee Change+1 (+25.0%)
* 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.