Agfe LLP is an adviser based in London. It has been registered with the SEC as an adviser since 2012.
Agfe provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, security ratings or pricing services, and valuations of illiquid portfolios and financial advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Agfe LLP for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Agfe is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 3 most similar advisory firms, Agfe has the highest percentage of pooled investment vehicles out of all clients.
95% of the firm’s clients are foreign persons or businesses.
Agfe doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 86 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.
Michele Bisceglia joined the executive team most recently as the Partner.
The principal office where Agfe LLP performs its advisory services is located at 55 Baker Street, London, W1 U 8 Ew, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44 (0)20 3219 5000 or by fax 44 (0)20 3219 5030. The normal business hours are 8:30am-6:00pm on Monday - Friday. You can find more information about the New York firm at agfe.com.