# Agility Multi-Asset Income Fund — Form D/A

Agility Multi-Asset Income Fund of MILWAUKEE, WI, a pooled investment fund, filed a Form D amendment with the SEC on 2019-08-05. $726.1M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2019-08-05
- Form: D/A
- Accession: 0000926877-19-000005
- Industry: Pooled Investment Fund
- Exemptions: 06b
- Amount sold: $726.1M
- Minimum investment: $25K
- Investors: 1,225
- Date of first sale: 2010-10-01
- Security types: fund interests
- SEC file number: 021-147327

## Issuer

- Name: Agility Multi-Asset Income Fund
- CIK: 0001499947
- Entity type: Business Trust
- Jurisdiction: DELAWARE
- Incorporated: 2010
- Address: C/O UMB FUND SERVICES, INC., MILWAUKEE, WI, 53212
- Phone: 888-449-4909

## Officers, directors & promoters (72)

_Showing 25 of 72 people._

| Name | Role | Location |
| --- | --- | --- |
| David G Lee | Director | Milwaukee, WI |
| Gary E Shugrue | Director | Milwaukee, WI |
| Terrance P Gallagher | Director | Milwaukee, WI |
| Robert G Seyferth | Director | New York, NY |
| Kent E Muckel | Executive Officer | New York, NY |
| Philip W Alfonsin | Executive Officer | New York, NY |
| N/A Cerity Partners OCIO LLC. | Promoter | New York, NY |
| Ann W Maurer | Executive Officer | Milwaukee, WI |
| N/A Perella Weinberg Partners Capital Management, LP | Promoter | New York, NY |
| Bernadette W Murphy | Executive Officer | Chadds Ford, PA |
| N/A Perella Weinberg Partners Captial Management, LP | Promoter | New York, NY |
| Perpetua W Seidenberg | Executive Officer | Chadds Ford, PA |
| N/A Wells Fargo Investment Institute, Inc. | Promoter | Charlotte, NC |
| Michael Roman | Executive Officer | Boston, MA |
| N/A P Wells Fargo Investment Institute, Inc. | Promoter | Charlotte, NC |
| Britta Perkio Patterson | Director | Charlotte, NC |
| Britta Perkio Patterson | Executive Officer | Charlotte, NC |
| Adam I Taback | Director | Charlotte, NC |
| Adam I Taback | Executive Officer | Charlotte, NC |
| Sean I Nicolosi | Executive Officer | Boston, MA |
| Michael Perkio Roman | Executive Officer | Boston, MA |
| Sean F Nicolosi | Executive Officer | Boston, MA |
| James I Dean | Director | Charlotte, NC |
| Michael I Roman | Executive Officer | Boston, MA |
| James I Dunn | Director | Charlotte, NC |

## Other filings by this issuer (15)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-07-26](https://search.stillhousedata.com/formd/0000926877-24-000011) | D | — | $742.9M |
| [2023-07-28](https://search.stillhousedata.com/formd/0000926877-23-000014) | D/A | — | $742.1M |
| [2022-07-28](https://search.stillhousedata.com/formd/0000926877-22-000006) | D/A | — | $741.1M |
| [2021-07-28](https://search.stillhousedata.com/formd/0000926877-21-000004) | D/A | — | $736.6M |
| [2020-07-29](https://search.stillhousedata.com/formd/0000926877-20-000003) | D/A | — | $733.0M |
| [2018-09-25](https://search.stillhousedata.com/formd/0001748316-18-000003) | D/A | — | $687.9M |
| [2017-08-16](https://search.stillhousedata.com/formd/0001625257-17-000106) | D/A | — | $655.4M |
| [2016-08-26](https://search.stillhousedata.com/formd/0001625257-16-000207) | D/A | — | $644.4M |
| [2014-12-23](https://search.stillhousedata.com/formd/0001625257-14-000008) | D/A | — | $533.4M |
| [2014-09-25](https://search.stillhousedata.com/formd/0001499947-14-000002) | D/A | — | $496.4M |
| [2013-12-18](https://search.stillhousedata.com/formd/0000898432-13-001624) | D/A | — | $315.3M |
| [2012-12-18](https://search.stillhousedata.com/formd/0000898432-12-001444) | D/A | — | $269.1M |
| [2011-12-28](https://search.stillhousedata.com/formd/0000898432-11-001461) | D/A | — | $152.2M |
| [2011-08-29](https://search.stillhousedata.com/formd/0000898432-11-000999) | D/A | — | $152.2M |
| [2010-09-03](https://search.stillhousedata.com/formd/0000898432-10-001183) | D | — | — |

## More

- [CIK 1499947 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1499947&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0000926877-19-000005.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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