AGF INVESTMENTS LLC
Legal name: AGF INVESTMENTS
CRD #153781 SEC #801-71685 BOSTON, MA 617-292-9804
SEC Registered
Total AUM
$2.8B
Discretionary
$2.3B
Employees
18
Clients
0
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $2.8B | $2.3B | $484.7M | 18 | 0 |
| Feb 2025 | $2.8B | $2.3B | $484.7M | 18 | 0 |
| Jan 2025 | $2.4B | $1.8B | $521.2M | 14 | 0 |
| Feb 2024 | $2.4B | $1.8B | $521.2M | 14 | 0 |
| Jun 2023 | $2B | $2B | $0 | 13 | 0 |
| Feb 2023 | $2B | $2B | $0 | 13 | 0 |
| Nov 2022 | $1.9B | $1.9B | $0 | 13 | 2 |
| Jul 2022 | $1.9B | $1.9B | $0 | 13 | 2 |
| Feb 2022 | $1.9B | $1.9B | $0 | 13 | 2 |
| Jan 2022 | $1B | $1B | $0 | 11 | 9 |
| Feb 2021 | $1B | $1B | $0 | 11 | 9 |
| Mar 2020 | $1.8B | $1.8B | $0 | 8 | 5 |
| Feb 2020 | $1.8B | $1.8B | $0 | 8 | 5 |
| Jun 2019 | $1.4B | $1.4B | $0 | 8 | 5 |
| Feb 2019 | $1.4B | $1.4B | $0 | 8 | 5 |
| Jul 2018 | $1.3B | $1.3B | $0 | 8 | 5 |
| Jun 2018 | $1.3B | $1.3B | $0 | 8 | 5 |
| Mar 2018 | $931.7M | $931.7M | $0 | 8 | 5 |
| May 2017 | $811.4M | $811.4M | $0 | 8 | 11 |
| Mar 2017 | $811.4M | $811.4M | $0 | 8 | 11 |
| Sep 2016 | $1B | $791.3M | $214.6M | 5 | 11 |
| May 2016 | $1B | $791.3M | $214.6M | 5 | 11 |
| Mar 2016 | $1B | $791.3M | $214.6M | 5 | 11 |
| Mar 2016 | $1B | $791.3M | $214.6M | 5 | 11 |
| Dec 2015 | $24M | $24M | $0 | 5 | 1 |
| Mar 2015 | $24M | $24M | $0 | 5 | 1 |
| Sep 2014 | $8M | $8M | $0 | 5 | 1 |
| Jun 2014 | $8M | $8M | $0 | 5 | 1 |
| May 2014 | $8M | $8M | $0 | 5 | 1 |
| Apr 2014 | $8M | $8M | $0 | 5 | 1 |
| Mar 2014 | $8M | $8M | $0 | 5 | 1 |
| Sep 2013 | $7.5M | $7.5M | $0 | 6 | 1 |
| Aug 2013 | $7.5M | $7.5M | $0 | 5 | 1 |
| Mar 2013 | $25M | $25M | $0 | 6 | 1 |
| Nov 2012 | $37.5M | $37.5M | $0 | 6 | 1 |
| Oct 2012 | $51.5M | $51.5M | $0 | 1 | 1 |
| Sep 2012 | $44M | $44M | $0 | 1 | 1 |
| Mar 2012 | $44M | $44M | $0 | 1 | 1 |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$2.8B
Discretionary$2.3B
Non-Disc.$484.7M
Employees18
Clients0
DateFeb 2025
Total AUM$2.8B
Discretionary$2.3B
Non-Disc.$484.7M
Employees18
Clients0
DateJan 2025
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$521.2M
Employees14
Clients0
DateFeb 2024
Total AUM$2.4B
Discretionary$1.8B
Non-Disc.$521.2M
Employees14
Clients0
DateJun 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees13
Clients0
DateFeb 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees13
Clients0
DateNov 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees13
Clients2
DateJul 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees13
Clients2
DateFeb 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees13
Clients2
DateJan 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients9
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients9
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees8
Clients5
DateFeb 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees8
Clients5
DateJun 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients5
DateFeb 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients5
DateJul 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients5
DateJun 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients5
DateMar 2018
Total AUM$931.7M
Discretionary$931.7M
Non-Disc.$0
Employees8
Clients5
DateMay 2017
Total AUM$811.4M
Discretionary$811.4M
Non-Disc.$0
Employees8
Clients11
DateMar 2017
Total AUM$811.4M
Discretionary$811.4M
Non-Disc.$0
Employees8
Clients11
DateSep 2016
Total AUM$1B
Discretionary$791.3M
Non-Disc.$214.6M
Employees5
Clients11
DateMay 2016
Total AUM$1B
Discretionary$791.3M
Non-Disc.$214.6M
Employees5
Clients11
DateMar 2016
Total AUM$1B
Discretionary$791.3M
Non-Disc.$214.6M
Employees5
Clients11
DateMar 2016
Total AUM$1B
Discretionary$791.3M
Non-Disc.$214.6M
Employees5
Clients11
DateDec 2015
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees5
Clients1
DateSep 2014
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees5
Clients1
DateJun 2014
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees5
Clients1
DateMay 2014
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees5
Clients1
DateApr 2014
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$8M
Discretionary$8M
Non-Disc.$0
Employees5
Clients1
DateSep 2013
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees6
Clients1
DateAug 2013
Total AUM$7.5M
Discretionary$7.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2013
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees6
Clients1
DateNov 2012
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees6
Clients1
DateOct 2012
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees1
Clients1
DateSep 2012
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees1
Clients1
DateMar 2012
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--