Agr Partners LLC
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Overview
Agr Partners LLC operates as an advisory firm based in Davis, California. Agr Partners LLC manages $1.1 billion in total assets throughout eight client accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). Agr Partners LLC has a small team, including 8 financial advisors. Agr Partners LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like bonds, stocks and options.
Agr Partners LLC manages six of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments for the client's account without needing client approval. The firm also manages two non-discretionary accounts totaling $449.5 million in assets. The investment advisory firm supervises an average of $135.6 million in assets for each customer account. The average advisor at Agr Partners LLC oversees about one client account, placing it among the most personalized financial advisor firms in the country.
Agr Partners LLC's main office is located at 221 First Street, Davis, California 95616. The company is allowed to provide services to clients across a number of states, including California and Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Agr Partners LLC by the Numbers
$1.1 billion
11
8
$135.6 million
Fee Structure
Financial management fees typically vary depending on which services the firm provides the client. Fee types charged by the firm most likely include any blend of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its eight customers, Agr Partners LLC's biggest client group by number of accounts is pooled investment vehicles. Around 25% of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Agr Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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