AGR PARTNERS LLC

RIASEC RegisteredEst. 2016
Total AUM
$1.2B
Discretionary
$855M
73% of AUM
Avg account
$129M
Accounts
9
Employees
14
Advisory reps
5

Firm details

Headquarters
CHICAGO, Illinois
CRD number
283081
Registered since
March 16, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AGR Partners LLC is an SEC-registered limited liability company formed in 2016 that operates as a private equity fund manager serving institutional clients. The firm’s core activity is portfolio management for pooled investment vehicles; it also functions as sponsor, general partner, and managing member of pooled funds it runs. Ownership is listed as individual, and the firm does not describe itself as a capital allocator. AGR Partners charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm is not flagged as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Wesley Sand

    Chief Operating OfficerCRD 7357335

Contacts

3 of 4
  • Brock Jenkins

    PrincipalCRD 8121279

  • DANIEL MASTERS

    PartnerCRD 6776153

  • CHRISTINE TAYLOR

    Vice President, FinanceCRD 6717456

Unlock 1 more contacts

Wealth teams

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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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
212 W Superior St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth