AGR PARTNERS LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 283081). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Ejnar Arch Knudsen | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER | — |
| Christine Juliette Taylor | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Daniel Morris Masters | MANAGING MEMBER; PARTNER | — |
| Wesley David Sand | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND NON-MANAGING MEMBER | — |
| Brock Jenkins | NON-MANAGING MEMBER | — |
| Keith Frederick Atkinson | ASSISTANT SECRETARY, MANAGING ASSOCIATE GENERAL COUNSEL | — |
| Ryan Christopher Martinek | CHIEF COMPLIANCE OFFICER | — |
| PHILLIPS RICHARD GEORGE | SR. DIRECTOR, ASSOCIATE GENERAL COUNSEL | — |
| GRENVILLE THOMAS EMIL | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER | — |
| MCFARLAND HEATHER ANTONETTE | CHIEF COMPLIANCE OFFICER | — |
| KNUDSEN EJNAR ARCH | CHIEF EXECUTIVE OFFICER | — |
| MINAYA JOSE MANUEL | EXECUTIVE VICE PRESIDENT; SENIOR MANAGING DIRECTOR | — |
| WATSON LISA | CHIEF FINANCIAL OFFICER | — |
| TAYLOR CHRISTINE JULIETTE | DIRECTOR OF FINANCE; VICE PRESIDENT | — |
| WATSON LISA DIANE | CHIEF FINANCIAL OFFICER | — |
| GOODREDS JOHN STANTON | MANAGING DIRECTOR | — |
| MASTERS DANIEL MORRIS | MANAGING DIRECTOR; PARTNER | — |
| ATKINSON KEITH FREDERICK | ASSISTANT SECRETARY; ASSISTANT SECRETARY, MANAGING ASSOCIATE GENERAL COUNSEL | — |
| GRACE SCOTT STEWART | SENIOR MANAGING DIRECTOR | — |
| GALEA FRANK ROBERT | CHIEF COMPLIANCE OFFICER | — |
| Sand Wesley David | CHIEF OPERATING OFFICER | — |
| Martinek Ryan Christopher | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2020-03-02 | regulatory | THE ALLEGED VIOLATIONS INCLUDED THE FOLLOWING: FAILURE TO PROVIDE THE "NOTICE OF AVAILABILITY OF THE DEPARTMENT OF INSURANCE" AND FAILURE TO PROVIDE BENEFICIARIES WITH A REASONABLE WRITTEN EXPLANATION OF DELAY OF CLAIM PAYMENT BEYOND 45 DAYS, AS REQUIRED BY SECTION 50 ILL. ADM. CODE 919.70(A)(2); AN… | Final | $18K |
| 2016-03-17 | regulatory | ALLEGED VIOLATIONS OF VARIOUS PROVISIONS OF NEW YORK INSURANCE LAWS | Final | $18K |
| 2014-06-30 | regulatory | ALLEGED VIOLATIONS OF VARIOUS PROVISIONS OF CONNECTICUT INSURANCE LAWS | Final | $2K |