Agate Pass Investment, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$336,046,126
Clients
124
73% high-net worth
Advisors
4
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
LowAverage account size
$2,710,049
About
Agate Pass Investment Management serves individual investors as well as trusts, foundations, and endowments, managing about $336 million on a discretionary basis across roughly 124 client accounts. The firm provides ongoing portfolio management, develops individualized Investment Policy and Guideline statements, and generally applies a negotiable $1,000,000 minimum for new portfolios.
The firm’s investment approach emphasizes quality and growth at a reasonable price through fundamental research, building diversified portfolios that rely primarily on individual stocks and investment‑grade short‑to‑intermediate bonds with limited use of ETFs and mutual funds. Portfolios are managed with a long‑term, low‑turnover focus intended to limit trading and tax impact and are implemented under discretionary authority.
A practice that distinguishes Agate from many peers is its use of borrowing in separately managed accounts, which the brochure indicates is implemented through its custodial arrangements and delegated trading authority — a capability that is relatively uncommon among comparable team firms. The firm also centralizes custody and execution through Schwab Advisor Services, uses aggregated block trades, and permits standing instructions (SLOAs) for certain account transfers, all of which the brochure cites as part of its operational and trading framework.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Income planning
Fee options
$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $1,000,000 Minimum fee: $11,000 annually Fee-only: Fees are based on assets under management; no commissions charged.
Main office location
Agate Pass Investment, LLC
400 Winslow Way East, Suite 220
Bainbridge Island WA 98110, United States
Number of offices
1
Most active in
Agate Pass Investment, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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