Agf Investments LLC (Boston)
Agf Investments LLC is a large advisory firm based in Boston. It manages $1.36 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Massachusetts.
Agf Investments provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Agf Investments: assets under management
The assets under management (AUM) of Agf Investments LLC is $1.36 billion, all of which is managed in discretionary accounts. $445.37 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Agf Investments 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 Judith Gail Goldring serves?
The firm provides services to investment companies, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Judith Gail Goldring is investment companies with 7 clients and $513.36 million of assets under management. Among the 10 most similar advisory firms, Agf Investments has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.36 billion for 16 clients. 30% of the firm’s clients are foreign persons or businesses.
Agf Investments doesn't advise any private funds.
Careers at Agf Investments LLC
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Judith Gail Goldring has been acting as President since 1 Nov 2015. Mark William Adams joined the executive team most recently as the Corporate Secretary.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in Boston
The principal office where Agf Investments LLC performs its advisory services is located at 53 State Street, Boston, MA 02109, 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 617-292-9804 or by fax 617-275-8993. The normal business hours are 9:00am- 5:00pm on Monday - Friday. You can find more information about the New York firm at agfiq.com.
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