A
$465.7K Total AUM
$465.7K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
0 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-26-2025
- Office Locations
- 1
Office Locations
-- Fremont CA
About Agentech Equities, LLC
Agentech Equities, LLC is a Fremont-based RIA. The firm has been operating for 0 years. Managing $465.7K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$465.7K AVG AUM / ADVISOR
$232.8K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Y
YASH SUNIL PATIL
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #7280323
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $465,661 | -- |
| Non-Discretionary | $0 | -- |
| Total | $465,661 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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