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AGATE PASS INVESTMENT, LLC

AGATE PASS INVESTMENT MANAGEMENT, LLC

CRD 155049 · SEC 801-115003

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400 WINSLOW WAY EAST, SUITE 220, BAINBRIDGE ISLAND, WA, 98110, United States

Phone

206-842-5770

Fax

206-842-5554

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$336.0M

Discretionary AUM

$336.0M

Team

5 total employees; 4 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals34$18.6M
High net worth individuals90$317.4M

States served

CA, WA, TX

All web addresses on file

Official SEC filing: View on IAPD