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Agility Equity Partners, LLC

● SEC registered since 2026CRD 338602SEC# 801-134907Pittsburgh, PA
Export (members)
Ranks #5,289 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$173.1M
Fund GAV
$177.1M
Private funds
11
Employees
7
Accounts
11
Location
Pittsburgh, PA

Agility Equity Partners, LLC assets under management

Agility Equity Partners, LLC operates as an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2026. It reports $173.1 million in regulatory assets under management and employs 7 people. Agility Equity Partners, LLC manages 11 private funds with combined gross assets of $177.1 million, including Agility Strategic Equity II, L.P. By regulatory assets, it ranks 5,289 of 6,004 private fund managers.

Agility Equity Partners, LLC private funds

11 funds · $177.1M GAV
FundTypeGross assetsMin.
Agility Strategic Equity II, L.P.Private Equity$31.4M$100K
Tecp 2022, L.P.Private Equity$30.1M$100K
Agility Strategic Equity II (ai), L.P.Private Equity$26.3M$500K
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Agility Equity Partners, LLC owners & executives

4 reported
NameTitleOwnershipSince
Justin Leslie Bertram ControlPartner25-50%2023
Michael K Blume ControlPartner25-50%2023
Nicki Marie GarlettsChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Agility Equity Partners, LLC manage?

Agility Equity Partners, LLC reports $173.1 million in regulatory assets under management on its Form ADV.

How many private funds does Agility Equity Partners, LLC manage?

Agility Equity Partners, LLC manages 11 private funds with combined gross assets of $177.1 million.

How many employees does Agility Equity Partners, LLC have?

Agility Equity Partners, LLC reports 7 employees.

Where is Agility Equity Partners, LLC located?

Agility Equity Partners, LLC is based in Pittsburgh, PA and has been SEC-registered since 2026.

Does Agility Equity Partners, LLC disclose fund performance?

Agility Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 Fifth Avenue, Suite 22300, Pittsburgh, PA 15222
Phone7249842009
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$173.1MNo change
Nov '25 — $173.1MDec '25 — $173.1MJan '26 — $173.1MFeb '26 — $173.1MMar '26 — $173.1MApr '26 — $173.1MMay '26 — $173.1MJun '26 — $173.1M
Nov '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
AUM vs fund managersTop 88%
Larger than 12% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$173.1Mregulatory AUM
Discretionary $173.1M

Service providers