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AGF INVESTMENTS
Legal name: AGF INVESTMENTS LLC
CRD 153781File 801-71685
APPROVED
Filing as of Jun 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 22 | 14 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.