Agility Equity Partners

Fee-Only (% of Portfolio)

Agility Equity Partners provides investment supervisory services to investment funds that are exempt from registration. Agility Equity Partners focuses on making equity investments in lower middle-market companies located in the United States and Canada. Each fund focuses on change of control buyouts, corporate divestitures and majority recapitalizations in asset-light manufactured products, specialty distribution, and recurring services sectors. The funds typically invest in companies with enterprise values ranging from $25 million to $500 million.

Assets Under Management$170M
Clients11
AdvisorsN/A
Avg. per Client$16M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Agility Equity Partners | TrueAdvisor