AGF INVESTMENTS
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 153781
- Registered since
- July 29, 2010
- Website
- www.agf.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles92.1%
- Investment Companies7.41%
- Corporations / Businesses0.3%
- Other0.19%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
AGF Investments operates as a limited liability company that has been SEC‑registered since 2010. The firm serves institutional clients and is compensated on a percentage‑of‑AUM basis. Its advisory remit centers on discretionary portfolio management for investment companies, pooled investment vehicles, and business or institutional clients. Ownership is listed as a mix of foreign entity and individual. AGF is not positioned as a capital allocator and does not identify as an active ESG investor; it also reports affiliations consistent with other registered investment advisers and commodity pool/CTA activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2MARK ADAMS
Chief Legal Officer, Corporate SecretaryCRD 6561865
WILLIAM DEROCHE
Chief Investment OfficerCRD 2557975
Contacts
3 of 6HEATHER JUSTASON
Compliance OfficerCRD 3191531
JUDITH GOLDRING
Head of Global DistributionCRD 5178293
CHARLES JACKSON
CRD 8195788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$2.1B in ETFs
100%
$2.1B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| THE TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) | State Street | Passive | Technology | $140M | 1,182,403 | 6.56% |
Location
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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