AGATE PASS INVESTMENT MANAGEMENT, LLC of BAINBRIDGE ISLAND, WA is an SEC-registered investment adviser (CRD 155049). Regulatory assets under management: $336.0M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Bradley Sean Van Aken | CHIEF COMPLIANCE OFFICER | — |
| Daniel Leverett Rutter | DIRECTOR OF RESEARCH | — |
| Jason Thomas Kunkel | MEMBER | — |
| BYL MARK ALLEN | CHIEF EXECUTIVE OFFICER | — |
| VAN AKEN BRADLEY SEAN | CHIEF COMPLIANCE OFFICER | — |
| RUTTER DANIEL LEVERETT | DIRECTOR OF RESEARCH | — |