← Directory
AGF INVESTMENTS
Legal name: AGF INVESTMENTS LLC
CRD 153781File 801-71685
APPROVED
Filing as of Jun 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.92B
Top 25% of cohort (national)
Discretionary AUM
$2.76B
Non-discretionary $2.16B
Clients
14
15 accounts
Employees
33
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 29, 2010
- Principal office
- 99 HIGH STREET, SUITE 2802, BOSTON, MA, 02110
- Phone
- 617-292-9804
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.92B
- Discretionary AUM
- $2.76B
- Non-discretionary AUM
- $2.16B
- Discretionary accounts
- 11
- Non-discretionary accounts
- 4
- Total accounts
- 15
- AUM per client
- $351.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $14.7M |
| Investment companies | 1 | $364.7M |
| Pooled investment vehicles | 12 | $4.53B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 22 | 14 | decreased by8 |
| Mar 1, 2026 | Employees | 18 | 33 | increased by15 |
| Mar 1, 2026 | Clients | 14 | 22 | increased by8 |
| Mar 1, 2026 | AUM | $2,764,435,090 | $4,921,927,233 | increased by$2,157,492,143 |
| Mar 1, 2026 | Accounts | 14 | 15 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 18 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 14 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,874,704,596 | $2,764,435,090 | increased by$889,730,494 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 14 | increased by4 |
| Mar 1, 2022 | Employees | 11 | 13 | increased by2 |
| Mar 1, 2022 | Clients | 11 | 10 | decreased by1 |
| Mar 1, 2022 | AUM | $1,020,996,606 | $1,874,704,596 | increased by$853,707,990 |
| Mar 1, 2022 | Accounts | 11 | 10 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AGF INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AGF INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.