AGC PARTNERS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 125958
- Registered since
- July 1, 2003
- Website
- www.agcpartners.com
Firm profile
FINTRXOverview
AGC Partners is organized as a limited liability company and is categorized in the dataset as an investment bank rather than a traditional discretionary wealth manager. The firm has been SEC-registered since 2003. The ownership is listed as a mix of a domestic entity and individual owners. Data fields in the record that would describe client types, advisory activities, or fee schedules are blank, and the entry explicitly indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The available information positions AGC Partners toward transactional or advisory deal work rather than running retail or institutional asset-management programs. The absence of disclosed advisory activities and fee structure in the record supports the view that the firm’s primary business focus lies outside of traditional discretionary portfolio management.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4JONATHAN GUIDO
COO and PartnerCRD 4285417
MATTHEW HOWE
Co-Founder and Chief Executive OfficerCRD 1763872
ZACKARY LESKO
Chief Technology OfficerCRD 4738956
Contacts
3 of 17DENNIS ROURKE
PartnerCRD 1698081
ROBERT BUXTON
PartnerCRD 1730289
Patrick OSullivan
Vice PresidentCRD 7282779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 99 High St
- Time zone
- ET (UTC-5)
- Office locations
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