← Tributary

AGR PARTNERS LLC

CHICAGO, IL · CRD 283081 · IAPD ↗ · agrpartners.com · 530-400-0888

$1.17BRegulatory AUM
9Advisory reps
14Employees
0Clients
n/aPlanning clients
9Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
March 2026 — AGR PARTNERS LLC crossed $1B in regulatory AUM ($875.2M -> $1.17B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — AGR PARTNERS LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2024 — AGR PARTNERS LLC moved its main office from DAVIS, CA to CHICAGO, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
April 2024 — AGR PARTNERS LLC now reports 1 private fund(s) ($130.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.