# AGATE PASS INVESTMENT MANAGEMENT, LLC

AGATE PASS INVESTMENT MANAGEMENT, LLC of BAINBRIDGE ISLAND, WA is an SEC-registered investment adviser.

## Registration

- CRD: 155049
- Type: SEC-registered investment adviser
- SEC file number: 801-115003
- Location: 400 WINSLOW WAY EAST, SUITE 220, BAINBRIDGE ISLAND, WA, 98110
- Phone: 206-842-5770
- Latest filing: 2026-03-03
- Regulatory AUM: $336.0M
- Discretionary AUM: $336.0M
- Clients: 5
- Accounts: 320

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155049/similar
- Related entities: https://search.stillhousedata.com/firm/155049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155049

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.