Who We Serve
We work hard to foster deep and meaningful relationships with our clients
We service a wide range of clients because of our ability to facilitate both entity and non-entity account types – across global domiciles. Our strengths and capabilities include institutional trading tools, high-touch execution, securities lending and exceptional client service backed by the safety and stability of leading clearing firms.
AGP Prime approaches each client opportunity individually. We believe each client has unique wants and needs and we partner to provide tailored services and counsel to meet those needs.
Professional Investors
Persons or entities with at least $1MM of investable assets that require institutional trading tools, stock loan, safety and stability of clearing firm and exceptional client service.
Hedge Funds
Established entities requiring full institutional trading tools, stock loan, safety and stability of clearing firm and exceptional client service. Entities with unique service or processing needs or those underappreciated by larger prime brokers.
Family Offices
Persons or entities that can encompass a wide range of account types, for example, rollover IRA, trusts, foundations and personal accounts of the principal, family members and close associates. Requires full institutional trading tools, stock loan, safety and stability of clearing firm, separate accounts and exceptional client service.
Pre-launch Managers
Persons or entities with at least $1MM of investable assets that require institutional trading tools, stock loan, safety and stability of clearing firm, separate accounts and white-glove client service. This group is building a track record and managing their own and friends’/families’ assets – in anticipation of achieving critical scale to form a commingled vehicle.
Commingled Funds
Registered Investment Advisors that have a commingled investment fund to more efficiently and economically invest for advisory clients and achieve a higher incentive structure.
Funds Converting to Family Offices
Portfolio manager, broadly defined as anyone who has responsibility for managing outside investor capital for a fee, who is stepping back from managing other’s money, but wants to continue doing so for him/her self or a smaller group of others. Requires full institutional trading tools, stock loan, safety and stability of clearing firm and exceptional client service.
“The AGP Prime team goes above and beyond every time. Their expertise, personalized service, and innovative solutions have significantly enhanced our business efficiency. We appreciate their proactive approach and unwavering commitment to our success. It’s reassuring to have a partner who truly understands our family office’s needs and consistently delivers exceptional results.”
– Gail M.
client at a family office