SourcingSourcing

AGR PARTNERS LLC

C31
CRD 283081·SEC 801-107370·CHICAGO, IL
AUM
$1.17B
$1B+
Est. Revenue
$11.7M
@ 1% on AUM
Est. EBITDA
$3.5M
@ 30% margin
Est. Deal Value
$28.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AGR PARTNERS LLC
CRD
283081
SEC file #
801-107370
EIN
—
DBA names
—

Economics

AUM
$1.17B
AUM band
$1B+
AUM trajectory
'20'26
$365.6M → $1.17B▲ +219%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
14
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
9 advisors → 9 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
agrpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KNUDSEN, EJNAR, ARCH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
KNUDSEN, EJNAR, ARCH
MASTERS, DANIEL, MORRIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AGRPARTNERS.COM
Rdap Domain Creation Date
2012-08-23T05:47:37Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001669794
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2016-03-24
Edgar Last Filing Date
2021-06-29
Edgar Form D Count
3
Edgar Form D Offerings
2017-08-112017-08-11 · 0001679459-17-000003
2017-03-142017-03-14 · 0001669794-17-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank10
Bny Mellon9
E*trade4
Edgar Addresses
Mailing
730 THIRD STREETNEW YORK, NY 10017
Business
730 THIRD STREETNEW YORK, NY 10017
Edgar Recent Filings
3/A2021-06-29 · 0001062993-21-006097
32021-06-17 · 0001062993-21-005785
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-23T05:47:37Z
Rdap Domain Last Changed
2025-09-07T15:00:17Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6032376
Trust Company Affiliate
No

People (5)

5
EJNAR ARCH KNUDSEN
Direct Owner · 62.5%
6032376
MASTERS, DANIEL, MORRIS
Direct Owner · 37.5%
6776153
Sand, Wesley, David
Executive Officer · 2.5%
7357335
TAYLOR, CHRISTINE, JULIETTE
Executive Officer · 2.5%
6717456
Jenkins, Brock
Executive Officer · 2.5%
8121279