# AGTB FUND MANAGER, LLC

AGTB FUND MANAGER, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 318665
- Type: SEC-registered investment adviser
- SEC file number: 801-123304
- Location: 245 PARK AVENUE, 26TH FLOOR, NEW YORK, NY, 10167
- Phone: 212-692-2000
- Latest filing: 2026-03-27
- Regulatory AUM: $4.5B
- Discretionary AUM: $4.5B
- Clients: 239
- Accounts: 1

## Business model

- Compensation: % of AUM, Performance

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [Trevor Jerome Clark](https://search.stillhousedata.com/person/159704) | CHIEF EXECUTIVE OFFICER & PRESIDENT | New York, NY |
| [Schwartz S Robert](https://search.stillhousedata.com/person/566960) | MANAGING MEMBER | Minnetonka, MN |
| [Terrence Joshua Walters](https://search.stillhousedata.com/person/707089) | CHIEF FINANCIAL OFFICER & TREASURER | — |
| [Jenny Neslin](https://search.stillhousedata.com/person/707090) | GENERAL COUNSEL - SECRETARY; GENERAL COUNSEL & SECRETARY | — |
| [Kristin Moschos Swon](https://search.stillhousedata.com/person/707091) | CHIEF COMPLIANCE OFFICER | — |
| [BONDERMAN DAVID NMN](https://search.stillhousedata.com/person/776294) | SHAREHOLDER | — |
| [COULTER JAMES GEORGE](https://search.stillhousedata.com/person/776295) | SHAREHOLDER | — |
| [FREEDMAN ERIC JAMES](https://search.stillhousedata.com/person/795079) | CHIEF COMPLIANCE OFFICER | — |
| [CLARK TREVOR JEROME](https://search.stillhousedata.com/person/812163) | CHIEF EXECUTIVE OFFICER & PRESIDENT | — |
| [WALTERS TERRENCE JOSHUA](https://search.stillhousedata.com/person/850892) | CHIEF FINANCIAL OFFICER & TREASURER | — |
| [BAUMGARTEN JOSHUA SEAN](https://search.stillhousedata.com/person/858044) | MANAGING MEMBER | — |
| [Neslin Jenny](https://search.stillhousedata.com/person/867348) | GENERAL COUNSEL & SECRETARY; GENERAL COUNSEL - SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| [GULATI RICHA M](https://search.stillhousedata.com/person/867772) | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHICAGO | IL | 82 | 312-763-5100 |
| CHICAGO | IL | 82 | 312-763-5100 |
| NEW YORK | NY | 2 | 212-601-4700 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318665/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318665/similar
- Related entities: https://search.stillhousedata.com/firm/318665/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318665

---

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.