| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Sean Van Aken Control | Chief Compliance Officer | 50-75% | 2015 |
| Daniel Leverett Rutter Control | Director Of Research | 10-25% | 2021 |
| Jason Thomas Kunkel | Member | 10-25% | 2024 |
Agate Pass Investment Management, LLC reports $278.7 million in regulatory assets under management on its Form ADV.
Agate Pass Investment Management, LLC reports 4 employees.
Agate Pass Investment Management, LLC is based in Bainbridge Island, WA and has been SEC-registered since 2019.
Agate Pass Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 400 Winslow Way East, Suite 220, Bainbridge Island, WA 98110 |
| Phone | 206-842-5770 |
| Fax | 206-842-5554 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $278.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $278.7M |