Allocator Index · CRD 150570

AGW CAPITAL ADVISORS

Tampa, FL · 813-254-4700 · agwcapital.com

SEC IAPD record ↗

Fit score

76

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

92

Other individuals

35

HNW assets

$1.37B

Total AUM

$1.73B

Employees

21

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
AGW PE ACCESS VEHICLE: BPV - IV, LLCOther Private Fund$4.2M