AGATE PASS INVESTMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	278	$227.3M
Non-Discretionary	0	$0
Total	278	$227.3M

Clients

Type	Number	RAUM
Individuals	35	$17.6M
HNW Individuals	82	$209.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-115003
SEC ERA File Number	801-115003
SEC CIK Numbers	1900409
SEC CRD Numbers	155049
Legal Entity Identifier	None

Principal Office

400 WINSLOW WAY EAST
SUITE 220
BAINBRIDGE ISLAND
WA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic