AGATA INVESTMENTS LLC

AGATA INVESTMENTS LLC of SARATOGA, CA is an SEC-registered investment adviser (CRD 318275).

Registration

• CRD: 318275
• Type: Registered investment adviser
• Location: 20544 DEBBIE LANE, SARATOGA, CA, 95070
• Phone: 4088721974
• Latest filing: 2026-06-02
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search