Data / Investment advisers / Massachusetts / Agf Investments
Agf Investments, Boston, MA: $4.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Agf Investments is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $4.9 billion in regulatory assets under management in its Form ADV filed June 26, 2026. Its clients include pooled investment vehicles, investment companies and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 153781
- SEC file number
- 801-71685
- SEC status
- Approved, effective July 29, 2010
- Legal name
- Agf Investments LLC
- Main office
- 99 High Street Suite 2802, Boston, MA 02110
- Phone
- (617) 292-9804
- Regulatory AUM
- $4,921,927,233 in the Form ADV filed June 26, 2026
- Discretionary AUM
- $2,762,733,232
- Non discretionary AUM
- $2,159,194,001
- Accounts
- 15
- Employees
- 33, of which 23 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $4.53 billion |
| Investment companies | 1 | $364.7 million |
| Corporations or other businesses | 1 | $14.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $4.92 billion | February 26, 2026 |
| December 1, 2025 | $2.76 billion | May 27, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bain Capital Insurance Solutions, LP | Boston | $5.39 billion | 4 | adviserinfo.sec.gov |
| Cove Hill Partners, L.P. | Boston | $5.36 billion | 8 | adviserinfo.sec.gov |
| Denham Capital Management LP | Boston | $5.26 billion | 9 | adviserinfo.sec.gov |
| Baypine Holdings LP | Boston | $5.10 billion | 9 | adviserinfo.sec.gov |
| Finepoint Capital LP | Boston | $5.01 billion | 2 | adviserinfo.sec.gov |
| Ghisallo Capital Management LLC | Boston | $4.89 billion | 3 | adviserinfo.sec.gov |
| Hill City Capital LP | Boston | $4.86 billion | 2 | adviserinfo.sec.gov |
| SRB Corporation | Boston | $4.82 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Agf Investments on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.