Agate Pass Investment Management, LLC
Agate Pass Investment Management, LLC is a registered investment adviser based in Bainbridge Island, Washington, founded in November 2010. The firm is locally owned and operated by Brad Van Aken and Dan Rutter. With 4 employees, Agate Pass provides investment advisory services primarily to individuals and high net worth individuals, emphasizing integrity, professionalism, and client-centric solutions.
Investment Strategy
Agate Pass Investment Management, LLC focuses on discretionary investment management for individuals and high net worth clients. Their strategy is centered on custom portfolio solutions, diversification, and a long-term perspective, with holdings across major U.S. equities and other asset classes. They prioritize a personalized approach tailored to meet each client’s objectives and risk tolerance, and actively manage portfolios in accordance with clients’ financial goals and market conditions.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ABBV | ABBVIE INC | 5.94% | $15.6M | 67,375 | $145.96 | $231.54 | +$3.0M |
M MSFT | MICROSOFT CORP | 5.16% | $13.6M | 26,172 | $347.23 | $517.95 | +$984.8K |
A AAPL | APPLE INC | 4.97% | $13.1M | 51,259 | $184.67 | $254.63 | +$3.0M |
G GOOGL | ALPHABET INC | 4.88% | $12.8M | 52,730 | $144.93 | $243.10 | +$3.6M |
V VB | VANGUARD INDEX FDS | 4.06% | $10.7M | 41,960 | $220.11 | $254.28 | +$615.4K |