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Agate Pass Investment Management, LLC

● SEC registered since 2019CRD 155049SEC# 801-115003Bainbridge Island, WA
Export (members)
Reg. AUM
$336M
Employees
5
Accounts
320
Location
Bainbridge Island, WA

Agate Pass Investment Management, LLC assets under management

Agate Pass Investment Management, LLC is an investment advisory firm registered with the SEC based in Bainbridge Island, WA. The firm has been registered since 2019. It reports $336 million in regulatory assets under management and employs 5 people.
www.agatepassinvestment.comView on SEC.gov ↗

Agate Pass Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bradley Sean Van Aken ControlChief Compliance Officer50-75%2015
Daniel Leverett Rutter ControlDirector Of Research10-25%2021
Jason Thomas KunkelMember10-25%2024

Frequently asked questions

How much does Agate Pass Investment Management, LLC manage?

Agate Pass Investment Management, LLC reports $336 million in regulatory assets under management on its Form ADV.

How many employees does Agate Pass Investment Management, LLC have?

Agate Pass Investment Management, LLC reports 5 employees.

Where is Agate Pass Investment Management, LLC located?

Agate Pass Investment Management, LLC is based in Bainbridge Island, WA and has been SEC-registered since 2019.

Does Agate Pass Investment Management, LLC disclose fund performance?

Agate Pass Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Winslow Way East, Suite 220, Bainbridge Island, WA 98110
Phone206-842-5770
Fax206-842-5554
Office hoursBy Appointment
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$336M▲ 21%
Feb '25 — $278.7MMar '25 — $278.7MApr '25 — $278.7MMay '25 — $278.7MJun '25 — $278.7MJul '25 — $278.7MAug '25 — $278.7MSep '25 — $278.7MOct '25 — $278.7MNov '25 — $278.7MDec '25 — $278.7MJan '26 — $278.7MFeb '26 — $278.7MMar '26 — $336MApr '26 — $336MMay '26 — $336MJun '26 — $336M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$336Mregulatory AUM
Discretionary $336M