AG Global Advisors LLC

Overview

AG Global Advisors LLC is an SEC‑registered investment adviser (since 2010) operating as a limited liability company under individual ownership. The firm focuses on portfolio management for individuals and small businesses and acts as a capital allocator by selecting external advisers and managers on behalf of clients. Its business model is advisory rather than discretionary: the filing shows the firm manages client relationships in a non‑discretionary capacity, recommending allocations and managers while clients retain final trading authority. Investment activity emphasizes public funds with a fixed‑income bias. The firm charges fees based on a percentage of assets under management (plus other fee arrangements) and does not position itself as an active ESG investor. AG Global Advisors appears to operate a compact practice that places a premium on manager selection and third‑party execution rather than running a broad roster of in‑house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices