Multi-Family OfficeRIA · CRD 299139SEC-Registered

Updated:

Agave

Agave is a multi-family office with US offices in at least 14 cities. No public AUM, principals, or investment strategy are available.

Agave

Founded at an undisclosed date, Agave is one of the less publicly documented multi-family office operations in the United States. Its known offices span Santa Clara, San Francisco, Great Neck, Saratoga, Bethesda, Charleston, Spring, New York, Houston, Berkeley, Palo Alto, Cedar Park, Las Vegas, and Miami — a scope that implies a practice serving geographically dispersed clients, though no founding principal or wealth origin has been disclosed. Agave's investment strategy remains opaque. With no public AUM, deployment, or sector preferences revealed, it is impossible to confirm asset-class mix, stage coverage, or portfolio companies. The firm's operational model — multi-family office by designation — suggests it may provide investment management, estate planning, and family governance services to multiple families, but publicly verifiable data are absent. No team size, team names, adjacent vehicles, or recent operational events are available in public sources. The firm does not list a LinkedIn profile or active website, making independent verification of its activities or staffing infeasible as of mid-2026. The firm's structural differentiator — if any — is unreachable without public disclosure. Agave appears to operate below the radar of most allocator databases, which may itself be intentional for a multi-family office serving clients who value privacy. No succession structure or governance details are available.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Santa Clara

Corporate office

Santa Clara, CA, United States

Additional offices

San Francisco · Great Neck · Saratoga · Bethesda · Charleston · Spring · New York · Houston · Berkeley · Palo Alto · Cedar Park · Las Vegas · Miami

Frequently asked questions

Who runs investment decisions at Agave?

No named principals or investment decision-makers are publicly associated with Agave. The firm has not disclosed its leadership team or committee structure in any verifiable source.

How does Agave source deal flow?

Agave's deal sourcing model is unknown. The firm does not publicly describe its investment process, proprietary network, or partnership structures.

Is Agave structured as a single family office or a multi-family office?

Agave is designated as a multi-family office. Its 14-plus office locations across the US support this classification, suggesting it serves multiple families rather than a single family group.

Does Agave participate in fund commitments or direct deals?

No public information exists on whether Agave deploys capital through fund commitments, direct investments, co-investments, or other vehicles. Its investment approach is undisclosed.

What investment stages does Agave target?

Target investment stages are not publicly known. Agave has not published any sector, stage, or geographic preferences as of 2026.

Where does the underlying wealth at Agave come from?

The source of wealth managed by Agave has not been publicly disclosed. No family names or industry backgrounds are available.

Does Agave maintain philanthropic structures?

There is no public record of philanthropic entities or foundations linked to Agave. If such structures exist, they are not disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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