CAGR FINANCE LLC

CAGR FINANCE LLC of LEWES, DE is an SEC-registered investment adviser (CRD 337809). Regulatory assets under management: $32K.

Registration

• CRD: 337809
• SEC file number: 801-134621
• Type: Registered investment adviser
• Location: 16192 COASTAL HIGHWAY, LEWES, DE, 19958
• Phone: 202-455-6725
• Latest filing: 2026-02-18
• Regulatory AUM: $32K
• Discretionary AUM: $32K
• Clients: 5
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337809 on SEC IAPD (source of record)
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