AGenTech Equities, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management to individual clients, including high-net-worth individuals, and advises primarily on U.S. exchange-listed equities and related options strategies such as cash-secured puts and covered calls. It does not participate in wrap fee programs and requires the use of a qualified custodian for client accounts.
Its investment process combines top-down thematic research—with a stated emphasis on secular themes like artificial intelligence—with bottom-up fundamental and technical analysis to construct concentrated portfolios. The firm also uses options-selling strategies (an options wheel), may employ margin and frequent trading, and generally manages accounts on a discretionary basis without accepting client restrictions on specific securities.
Compared with many independent advisers, the firm does not target non‑high‑net‑worth retail individuals and instead focuses on higher‑net‑worth individual clients, which is uncommon for firms in this category. The firm is newly organized, directs clients to a single custodian platform, and is led by a principal who holds the CFA charter, features that combine to make its small, concentrated, options-driven approach atypical among peers.
Client services
Expertise
Fee options
1.75% annually
Main office
Fremont CA
Advisors at this office
1
Most active in
California
Also doing business as
Agentech Equities, LLC · Agt Equities
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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