AGC PARTNERS

C0
CRD 125958
AUM
Est. Revenue
@ 1% on AUM
Est. EBITDA
@ 30% margin
Est. Deal Value
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AGC PARTNERS
CRD
125958
SEC file #
EIN
823828192
DBA names
Agc PartnersAmerica's Growth Captial, LlcAmerica's Growth Capital, Llc

Economics

AUM
AUM band
AUM trajectory
Client mix

Operations

Employees (total)
Advisory staff (per ADV)
Advisory staff (5-yr trend)
Primary office
Branches
Count5

Custodian & Brokerage

Primary custodian
Services offered
Fee basis

Filings

Latest ADV filing
ADV-W filed at
Website

Compliance

Disclosures (firm)
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Owner Count
0

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001727482
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2018-01-12
Edgar Last Filing Date
2018-01-12
Edgar Form D Count
1
Edgar Form D Offerings
2018-01-122018-01-12 · 0001140361-18-001820

Compliance & brand

Firm Registration Status
active

All other collected signals (7)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
21
Bc Firm Active IA Count
0
Bc Firm IAR Count
21
Edgar Addresses
Mailing
565 EAST SWEDESFORD ROADSUITE 207WAYNE, PA 19087
Business
565 EAST SWEDESFORD ROADSUITE 207WAYNE, PA 19087
Edgar EIN
823828192
Edgar Recent Filings
D2018-01-12 · 0001140361-18-001820