AGILE GROUP, LLC
CRD #116338 SEC #801-60753 BOULDER, CO 303-440-8910
SEC Registered
Total AUM
$321.1M
Discretionary
$321.1M
Employees
5
Clients
--
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 2, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARNETT, TIMOTHY, GEORGE THOROLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ERWIN, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| POMEROY, BINDU, SKY | I | MEMBER | NA | |
| STRAAYER, JEFF, PATTON | I | MEMBER | NA | |
| TACTICAL ALLOCATION SERVICES LLC | DE | MEMBER | E | Control |
| TACTICAL ALLOCATION SERVICES LLC | DE | MEMBER | E | Control |
| TACTICAL ALLOCATION SERVICES LLC | DE | MEMBER | E | Control |
| TACTICAL ALLOCATION SERVICES LLC | DE | MEMBER | E | Control |
| TACTICAL ALLOCATION SERVICES LLC | DE | MEMBER | E | Control |
| TACTICAL ALLOCATION SERVICES LLC | DE | MEMBER | E | Control |
| HALPERN, SOLOMON, JAMES | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARNETT, TIMOTHY, GEORGE THOROLD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| BARNETT, TIMOTHY, GEORGE THOROLD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| BRADY, MICHAEL, PATRICK | I | AGILE GROUP | F | Control |
| BRADY, MICHAEL, PATRICK | I | AGILE ALLOCATION SERVICES, LLC | F | Control |
| BRADY, MICHAEL, PATRICK | I | TACTICAL ALLOCATION SERVICES, LLC | F | Control |
| BRADY, MICHAEL, PATRICK | I | TACTICAL ALLOCATION SERVICES, LLC | F | Control |
| DIEROLF, HAROLD, WILLIAM | I | AGILE ALLOCATION SERVICES, LLC | F | |
| DIEROLF, HAROLD, WILLIAM | I | AGILE ALLOCATION SERVICES, LLC | F | |
| DIEROLF, HAROLD, WILLIAM | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| DIEROLF, HAROLD, WILLIAM | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| DRUMMOND, DEREK, EDWARD | I | AGILE ALLOCATION SERVICES, LLC | F | |
| DRUMMOND, DEREK, EDWARD | I | AGILE ALLOCATION SERVICES, LLC | F | |
| DRUMMOND, DEREK, EDWARD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| DRUMMOND, DEREK, EDWARD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| ERWIN, STEPHEN, TODD | I | AGILE GROUP | F | Control |
| FONACIER, ERIC, FAUSTO | I | AGILE GROUP | F | Control |
| MURPHY, CASSIDY, ANN | I | AGILE ALLOCATION SERVICES, LLC | F | |
| MURPHY, CASSIDY, ANN | I | AGILE ALLOCATION SERVICES, LLC | F | |
| MURPHY, CASSIDY, ANN | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| MURPHY, CASSIDY, ANN | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| NICOLAY, MARC, EDWARD | I | AGILE ALLOCATION SERVICES, LLC | F | |
| NICOLAY, MARC, EDWARD | I | AGILE ALLOCATION SERVICES, LLC | F | |
| NICOLAY, MARC, EDWARD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| NICOLAY, MARC, EDWARD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| QUISH, GOVINDA, RIVER | I | AGILE GROUP | F | Control |
| RAMER, PAUL, JEREMY | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| RAMER, PAUL, JEREMY | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| ROBERTSON, BETTSEE, GOTWALD | I | AGILE ALLOCATION SERVICES, LLC | F | |
| ROBERTSON, BETTSEE, GOTWALD | I | AGILE ALLOCATION SERVICES, LLC | F | |
| ROBERTSON, BETTSEE, GOTWALD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| ROBERTSON, BETTSEE, GOTWALD | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| VOLLES, CAROL, ANN | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| VOLLES, CAROL, ANN | I | TACTICAL ALLOCATION SERVICES, LLC | F | |
| GREENBERG, KAREN, ZORN | I | KAREN Z. GREENBERG TRUST DTD 09/20/1991 | E | Control |
| GREENBERG, KAREN, ZORN | I | KAREN Z. GREENBERG TRUST DTD 09/20/1991 | E | Control |
| KAREN Z. GREENBERG TRUST DTD 09/20/1991 | DE | TACTICAL ALLOCATION SERVICES, LLC | E | Control |
| KAREN Z. GREENBERG TRUST DTD 09/20/1991 | DE | TACTICAL ALLOCATION SERVICES, LLC | E | Control |
| GREENBERG, NEAL, RICHARD | I | AGILE ALLOCATION SERVICES, LLC | D | Control |
| GREENBERG, NEAL, RICHARD | I | AGILE ALLOCATION SERVICES, LLC | D | Control |
| GREENBERG, NEAL, RICHARD | I | TACTICAL ALLOCATION SERVICES, LLC | D | Control |
| GREENBERG, NEAL, RICHARD | I | TACTICAL ALLOCATION SERVICES, LLC | D | Control |
Registrations
Federal
IA
Mar 2, 2007 REGISTERED
Notice Filings (1)
CO
Address
4909 PEARL EAST CIRCLESTE. 300
BOULDER, CO 80301
USA
Phone: 303-440-8910