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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $278.7M | $278.7M | $0 | 4 | 0 |
| Feb 2025 | $278.7M | $278.7M | $0 | 4 | 0 |
| Apr 2024 | $227.3M | $227.3M | $0 | 4 | 0 |
| Feb 2024 | $227.3M | $227.3M | $0 | 4 | 0 |
| Oct 2023 | $201.4M | $201.4M | $0 | 5 | 0 |
| Oct 2023 | $201.4M | $201.4M | $0 | 5 | 0 |
| Jan 2023 | $201.4M | $201.4M | $0 | 5 | 0 |
| Feb 2022 | $209.9M | $209.9M | $0 | 5 | 0 |
| Jul 2021 | $180.3M | $180.3M | $0 | 6 | 0 |
| Mar 2021 | $180.3M | $180.3M | $0 | 6 | 0 |
| Jun 2020 | $156.3M | $156.3M | $0 | 5 | 0 |
| Feb 2020 | $156.3M | $156.3M | $0 | 5 | 0 |
| Apr 2019 | $127.5M | $127.5M | $0 | 4 | 0 |
| Mar 2019 | $127.5M | $127.5M | $0 | 4 | 0 |
DateJun 2025
Total AUM$278.7M
Discretionary$278.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$278.7M
Discretionary$278.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$227.3M
Discretionary$227.3M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$209.9M
Discretionary$209.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees4
Clients0