# AGR Partners LLC

> 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.

- CRD: 283081
- Filed as: AGR PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283081
- AdvisorCensus page: https://advisorcensus.com/firm/agr-partners-llc-chicago-il-283081

## Quick answers

**How is AGR Partners LLC compensated?**
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.

**Where is AGR Partners LLC located?**
AGR Partners LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is AGR Partners LLC registered with the SEC or a state?**
AGR Partners LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283081.

**How much does AGR Partners LLC manage?**
AGR Partners LLC reports $1,165,268,523 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (73% discretionary).

**How have AGR Partners LLC's assets and staff changed since 2021?**
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.

**What types of clients does AGR Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does AGR Partners LLC report any disciplinary disclosures?**
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

**What changed in AGR Partners LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,165,268,523
- Discretionary: $855,049,974
- Non-discretionary: $310,218,549

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,165,268,523 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [agrpartners.com](https://agrpartners.com)
- LinkedIn @agr.partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $623,498,056 | 11 | March 31, 2021 |
| October 2022 | $586,140,632 | 12 | April 6, 2022 |
| October 2023 | $1,084,560,150 | 11 | March 31, 2023 |
| October 2024 | $1,125,099,361 | 10 | March 26, 2024 |
| October 2025 | $875,236,870 | 13 | June 24, 2025 |
| October 2026 | $1,165,268,523 | 14 | September 15, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 10 to 9.
- Regulatory assets under management went from $875,236,870 to $1,165,268,523 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AGR Partners LLC (CRD 283081): Form ADV filing data as of October 2026.