Agfe LLP (London)

Name: Agfe LLP
Address: 55 Baker Street, London, W1 U 8 Ew
Telephone: 44 (0)20 3219 5000

Agfe LLP is an adviser based in London. It has been registered with the SEC as an adviser since 2012.

Agfe provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, security ratings or pricing services, and valuations of illiquid portfolios and financial advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Agfe LLP for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Agfe serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Agfe is pooled investment vehicles with 1 clients and $0 of assets under management. Among the 3 most similar advisory firms, Agfe has the highest percentage of pooled investment vehicles out of all clients.

95% of the firm’s clients are foreign persons or businesses.

Agfe doesn't advise any private funds.

Careers at Agfe LLP

The company employs 22 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michele Bisceglia joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Agfe Management Limited	Corporate member	1 Jul 2010	75% - 100%	foreign
Paul D Rolles	Chief executive officer	1 Feb 2011	Other	6027317
R. Gudrun Steele	Partner, general counsel and chief compliance officer	1 Feb 2011	Other	6027325
Richard W Atterbury	Partner and chairman	1 Feb 2011	Other	6027299
James F Wright	Partner	1 Feb 2011	Other	6027328
Holger Beyer	Partner and chief financial officer	1 Feb 2011	Other	6027302
Robin Michaels	Partner	1 Feb 2011	Other	6027313
Baljit S Sanghera	Partner	1 Feb 2011	Other	6027324
Brent Colin Williams	Managing partner	1 Apr 2011	Other	3074161
Natalie E Howard	Partner	1 Apr 2011	Other	6027308
Stephen Allan White	Partner	1 Apr 2011	Other	1430459
Philip J Pearson	Partner	1 Nov 2011	Other	6027315
Andrew Martin Rose	Partner	1 Nov 2011	Other	1225688
Karl Patrick Essig	Partner	1 May 2012	Other	1107831
Gholam Reza Bakhtiar	Partner	1 May 2012	Other	6072126
Gerhard Oberholzer	Partner	1 Apr 2013	Other	6186424
Daniel Varick Maynard	Partner	1 May 2013	Other	1707850
James Alasdair Hugh Skillen	Partner	1 Nov 2013	Other	6270221
Kevin Robert Cook	Partner	1 Nov 2013	Other	6270222
Matthew James Longhurst	Partner	1 Nov 2013	Other	6270223
Emma Margareta Hallgren	Partner	1 Oct 2016	Other	6792554
Michele Bisceglia	Partner	1 Apr 2019	Other	7116877
Xin Yu Zhang	Partner	1 Apr 2019	Other	7116879

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Agfe Group Limited	Shareholder	1 Dec 2007	75% - 100%	foreign
Paul D Rolles	Shareholder	1 Dec 2007	75% - 100%	6027317
Michael Edward Platt	Member	1 Aug 2008	25% - 50%	4698658
Bluecrest Capital Management Llp	Shareholder	1 Dec 2008	25% - 50%	foreign
Bluecrest Capital Management Llp	Member	1 Feb 2011	25% - 50%	148823
Robert John Heaselgrave	Member	1 Jul 2014	50% - 75%	6166876
Catherine Mary Kerridge	Member	1 Jul 2014	50% - 75%	5779028

Based in London

The principal office where Agfe LLP performs its advisory services is located at 55 Baker Street, London, W1 U 8 Ew, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 (0)20 3219 5000 or by fax 44 (0)20 3219 5030. The normal business hours are 8:30am-6:00pm on Monday - Friday. You can find more information about the New York firm at agfe.com.