AGATE PASS INVESTMENT MANAGEMENT, LLC
Legal name: AGATE PASS INVESTMENT, LLC
CRD #155049 SEC #801-115003 BAINBRIDGE ISLAND, WA 206-842-5770
SEC Registered
Total AUM
$278.7M
Discretionary
$278.7M
Employees
4
Clients
51
Accounts
313
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BYL, MARK, ALLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| BYL, MARK, ALLEN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| VAN AKEN, BRADLEY, SEAN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | C | Control |
| KUNKEL, JASON, THOMAS | I | MEMBER | B | |
| KUNKEL, JASON, THOMAS | I | MEMBER | B | |
| RUTTER, DANIEL, LEVERETT | I | DIRECTOR OF RESEARCH | B | Control |
Registrations
Federal
IA
Jun 17, 2025 REGISTERED
Notice Filings (3)
CA TX WA
Address
400 WINSLOW WAY EASTSUITE 220
BAINBRIDGE ISLAND, WA 98110
United States
Phone: 206-842-5770