RIA Intel›Advisers›Massachusetts›AGF INVESTMENTS LLC

AGF INVESTMENTS LLC

Advisory

N·BOSTON, MA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM

$4.9B

1-Year AUM Growth

+16.6%

3-Year CAGR

+13.8%

Employees

23

Assets Under Management

Total AUM$4.9B

Discretionary AUM$2.8B

Non-Discretionary AUM$2.2B

Discretionary %56.1%

Total Clients14

Team

Total Employees23

Investment Advisers33

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingJul 8, 2010

Latest FilingFeb 26, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AGF INVESTMENTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.