{ "crd_number": 283081, "slug": "agr-partners-llc-chicago-il-283081", "primary_business_name": "AGR PARTNERS LLC", "legal_name": "AGR PARTNERS LLC", "dbas": [], "city": "Chicago", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-03-16", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-09-15", "carried_forward": false, "raum_total": 1165268523.0, "raum_discretionary": 855049974.0, "raum_non_discretionary": 310218549.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 14, "advisory_employees": 9, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1165268523.0, "count": 9 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "IL" ], "websites": [ "https://agrpartners.com", "https://linkedin.com/company/agr.partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283081", "city_as_filed": "CHICAGO", "url": "https://advisorcensus.com/firm/agr-partners-llc-chicago-il-283081", "display_name": "AGR Partners LLC", "summary": "AGR Partners LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.", "citation": "AdvisorCensus. AGR Partners LLC (CRD 283081): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is AGR Partners LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), AGR Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is AGR Partners LLC located?", "a": "AGR Partners LLC's principal office is in Chicago, IL, according to its Form ADV." }, { "q": "Is AGR Partners LLC registered with the SEC or a state?", "a": "AGR Partners LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283081." }, { "q": "How much does AGR Partners LLC manage?", "a": "AGR Partners LLC reports $1,165,268,523 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (73% discretionary)." }, { "q": "How have AGR Partners LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for AGR Partners LLC: Regulatory assets under management: $623,498,056 in the October 2021 data and $1,165,268,523 in the October 2026 data, up 87%. Total employees: 11 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does AGR Partners LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)." }, { "q": "Does AGR Partners LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283081" }, { "q": "What changed in AGR Partners LLC's recent Form ADV filings?", "a": "In the March 2026 filing data: Employees performing advisory functions went from 10 to 9. Regulatory assets under management went from $875,236,870 to $1,165,268,523 (+33%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 623498056.0, "total_employees": 11, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 586140632.0, "total_employees": 12, "filing_date": "2022-04-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1084560150.0, "total_employees": 11, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1125099361.0, "total_employees": 10, "filing_date": "2024-03-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 875236870.0, "total_employees": 13, "filing_date": "2025-06-24" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1165268523.0, "total_employees": 14, "filing_date": "2026-09-15" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Employees performing advisory functions went from 10 to 9.", "Regulatory assets under management went from $875,236,870 to $1,165,268,523 (+33%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/agr-partners-llc-chicago-il-283081.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 1165268523.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283081", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }