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Overview Share
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Boston, Massachusetts
$1.8 billion AUM
1 office

Agfiq is based in Boston, Massachusetts and has $1.8 billion in assets under management.

Location
53 State Street
Suite 1308
Boston, MA 02109
Contact
$1.8 billion
AUM
8
Employees
AUM Share
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$1,820,305,024
Assets under management
22 clients
Number of clients
Average investment size is $82,741,137
30% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Investment companies 9 $722,561,348 40% $80,284,594
Pooled investment vehicles 6 $803,592,305 44% $133,932,051
Pension and profit sharing plans 7 $294,151,371 16% $42,021,624
Employees Share
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8
Employees
5
Investment analysts
62% of total employees
AUM per employee Share
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$1,820,305,024
Assets under management
$227,538,128
AUM per employee
$364,061,005
AUM per investment analyst
About Share
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Compensation

Agfiq makes money through the following ways:

  • Percentage of AUM
Services offered

Agfiq provides the following services:

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 153,781
SEC number 801-71685
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 13, 2020

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