Asset ManagerRIA · CRD 153781SEC-Registered

Updated:

AGF Investments

AGF INVESTMENTS is an SEC-registered investment adviser in Boston, MA, registered since 2010. The firm manages $4.9 billion in assets, $2.8 billion on a...

AGF Investments

AGF INVESTMENTS is an SEC-registered investment adviser in Boston, MA, registered since 2010. The firm manages $4.9 billion in assets, $2.8 billion on a discretionary basis. It has 33 employees and 23 investment advisers.

General information

Firm type

Asset Manager

Year founded

1957

AUM

$30.4 billion (per the firm, April 2024)

Location

Region

North America

Country

Canada

City

Boston

Corporate office

Toronto, Ontario, Canada

Additional offices

Boston · London · Dublin · Singapore · Tokyo · Sydney

Principals

Kevin McCreadie

CEO and Chief Investment Officer

David A. Chong

Senior Vice President, Head of Alternative Investments

Sector focus

Private CreditInfrastructureReal EstatePrivate EquityHedge FundsFinTechEnterprise SoftwareDigital HealthClimateTech

Frequently asked questions

Who runs investment decisions at AGF Investments?

Kevin McCreadie serves as CEO and Chief Investment Officer, overseeing both public and private market strategies. David A. Chong leads the alternatives business as Senior Vice President and Head of Alternative Investments. The firm operates with semi-autonomous boutique teams for private credit, infrastructure, real estate, and private equity (per the firm's official communications).

How does AGF source proprietary deal flow?

AGF originates deals through its direct private equity and private credit teams, which source both proprietary and syndicated opportunities across North America and Europe. The firm also acts as a fund-of-funds allocator through AGF Strategic Value, gaining access to third-party GP deal flow. Relationships with institutional co-investors provide additional access (per public sources).

Does AGF participate in fund commitments or only direct deals?

AGF participates in both. Through AGF Private Capital, the firm invests directly in private credit, infrastructure, and private equity. Separately, AGF Strategic Value commits to third-party funds as a fund-of-funds investor. The firm also engages in co-investments alongside GPs in club and syndicated deals (per public sources).

Which sectors does AGF explicitly avoid?

AGF has not publicly disclosed explicit avoidance lists. However, its public market funds and alternative strategies have consistently focused on financials, technology, healthcare, energy, and industrials, with no known exposure to tobacco, firearms, or other controversial sectors based on the firm's ESG policies published in its annual stewardship report (per AGF's public reporting).

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