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Chief Financial Officer & Treasurer · Agtb Fund Manager, LLC

Terrence J. Walters

CRD 5346626 · Named on Form ADV at one SEC-registered adviser

At a glance

Agtb Fund Manager, LLC, an SEC-registered asset manager based in New York, NY with $4.5 billion in regulatory assets, lists Terrence J. Walters on its Form ADV as Chief Financial Officer & Treasurer, a control person.

Firms and roles

  • Agtb Fund Manager, LLCChief Financial Officer & TreasurerAsset manager · New York, NY · $4.5B in regulatory assets

AtlasMembers

Terrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.