Managers/Private equity/New York/A.G. Morgan Financial Advisors

A.G. Morgan Financial Advisors

A.G. Morgan Financial Advisors is a private equity manager in Massapequa, NY. It is registered with the SEC as an investment adviser with $174.6M in regulatory assets and 3 staff. It has 2 funds on file, the latest reported in November 2020.

Funds on file
2
Raised, all funds
None yet
Regulatory assets
$174.6M
Staff
3
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Nov 2020 Windsor Capital Fund II, LLC Private equity $0 $100M
Sep 2020 Windsor Capital Fund, LLC Private equity $0 $100M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$174.6M
Employees3
Clients313 individuals and 74 wealthy individuals.
Control personsVincent, Jerome Camarda.