Agnc Management, LLC (Bethesda)

Name: Agnc Management, LLC
Address: 2 Bethesda Metro Center, 12 Th Floor, Bethesda, MD, 20814
Telephone: 301.968.9300

Agnc Management, LLC is a large advisory firm based in Bethesda. It manages $109.24 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Delaware and Maryland.

Agnc Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Agnc Management: assets under management

The assets under management (AUM) of Agnc Management, LLC is $109.24 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $109.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $109.24 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Agnc Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gary Kain serves?

The only and largest group of clients of Gary Kain is pooled investment vehicles with 1 clients and $109.24 billion of assets under management. Among the 10 most similar advisory firms, Agnc Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $109.24 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Agnc Management doesn't advise any private funds.

Careers at Agnc Management, LLC

The company employs 52 people that are either part- or full-time employees. 21 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Gary Kain has been acting as President since 1 Apr 2011. Peter Federico joined the executive team most recently as the Executive Vice President And Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Agnc Mortgage Management	Common stock shareholder	1 Mar 2011	75% - 100%	26-1708812
Gary Kain	President	1 Apr 2011	Other	6028177
Jason Campbell	Senior vice president	1 Apr 2011	Other	2244627
Christopher Jon Kuehl	Senior vice president	1 Apr 2011	Other	3017996
Aaron Joshua Pas	Senior vice president	1 Jan 2014	Other	6470572
Peter Federico	Executive vice president and treasurer	1 Jul 2016	Other	6028175
Kenneth Lee Pollack	Chief compliance officer, senior vice president and secretary	1 Jul 2016	Other	6672625

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Agnc Investment Corp.	Member	1 Jul 2016	75% - 100%	26-1701984

Based in Bethesda

The principal office where Agnc Management, LLC performs its advisory services is located at 2 Bethesda Metro Center, 12 Th Floor, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301.968.9300 or by fax 301.968.9301. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at agnc.com.