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Building 2AGILON CAPITAL

Map pinMILL VALLEY, CA
Phone415-635-0080
NotebookSEC #801-114019
Total AUM
$1.5B
Employees
6
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
875 CHAMBERLAIN CT
MILL VALLEY
CA 94941
United States
Operating Hours
7 AM - 3 PM PT
Monday - Friday
Phone
415-635-0080

ReceiptFinancials

Total AUM
$1.5B
Accounts
5
Discretionary
$1.5B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$482.4M
Pension/Profit Sharing Plan Clients
1
AUM
$401.7M
Corporation or Business Clients
1
AUM
$651.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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