AGENT CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
288532
Registered since
June 26, 2017

Firm profile

FINTRX

Overview

Agent Capital, LLC is an investment sponsor and general partner that operates primarily through pooled private funds. Registered in 2017 as a limited liability company and owned by an individual, the firm’s public profile reflects fund sponsorship and GP/manager activity rather than a traditional advisory business with retail advisory clients. It is not flagged as an active ESG investor and is not registered as a multistate adviser. The firm’s stated business activity centers on creating and managing private pooled vehicles. That positioning indicates the firm’s allocation decisions and portfolio construction are executed at the fund level rather than via separate advisory accounts for individual investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • GEETA VEMURI

    Managing Partner and FounderCRD 4021169

  • PRESTON NOON

    Partner, Co-FounderCRD 6818135

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WALTHAM, MA

MIDDLESEX

Location

WALTHAM, MA

Headquartered in WALTHAM, 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
MIDDLESEX
Address
1400 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth