AGP III, LLC
Adviser information for AGP III, LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-119438 |
|---|---|
| SEC ERA File Number | 802-119438 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310478 |
| Legal Entity Identifier | None |
Principal Office
530 E 90TH STREET#4D
NEW YORK CITY
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 917-690-7743, Fax: None
Chief Compliance Officer
BEN MCDONALD
MANAGING MEMBER
72 SAN JUAN DRIVE
PONTE VEDRA BEACH
FL
United States
Tel:
310-975-9132
B********@*********************M
(Full email address available in API data)
Industry Affiliates
| AGP II, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CELESTIAL SUCCESSOR FUND, L.P. | Venture Capital Fund | $26.0M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCDONALD, BEN, TURNER | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | 07/2020 | < 5% |
| NOVAK, JEREMY, EDWARD | Individual | – | MANAGING MEMBER | 07/2020 | < 5% |
| AEGIS GROUP PARTNERS HOLDCO LLC | Domestic Entity | – | MANAGING MEMBER | 07/2020 | > 75% |
| 4JS CAPITAL, LLC | Domestic Entity | AEGIS GROUP PARTNERS HOLDCO LLC | MANAGING MEMBER | 07/2020 | 50-75% |
| AEGIS GROUP PARTNERS | Domestic Entity | AEGIS GROUP PARTNERS HOLDCO LLC | MANAGING MEMBER | 07/2020 | 50-75% |
| MCDONALD, BEN, TURNER | Individual | 4JS CAPITAL, LLC | MANAGING MEMBER | 07/2020 | > 75% |
| NOVAK, JEREMY, EDWARD | Individual | AEGIS GROUP PARTNERS | MANAGING MEMBER | 07/2020 | > 75% |