AGL US Dl Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$1.2B
Accounts
1
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
331398
Registered since
May 23, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

AGL US Dl Management LLC is a limited liability company that registered with the SEC in 2024 and operates as an institutional registered investment adviser. The firm serves institutional clients and provides portfolio management services to investment companies. It does not act as a standalone capital allocator; instead, it relies on external managers for some exposures. The firm charges a combination of asset-based fees and performance-linked fees, and it reports active integration of ESG factors into its investment process. Organizationally, the firm maintains relationships with related advisers and has affiliations consistent with sponsoring and managing pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

3 of 3
  • Aily Andrews

    Chief Compliance OfficerCRD 6218067

  • Wynne Comer

    Wynne Comer

    Chief Operating OfficerCRD 1540806

  • Peter Gleysteen

    Peter Gleysteen

    CEO & Chief Investment OfficerCRD 2314851

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
535 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth