About Us
Focus. Discipline. Transparency.
AGT Equities was founded to provide sophisticated investors with a specialized, transparent alternative to traditional diversified equity strategies.
Yash Patil, CFA®
Founder & Portfolio Manager
Leadership
Yash Patil is the Founder, Portfolio Manager, and Chief Compliance Officer of AGenTech Equities, LLC. As a CFA® Charterholder with experience spanning portfolio management, institutional trading, and derivative strategies, Yash established the firm to execute a singular, high-conviction investment approach.
Prior to founding AGT Equities, Yash served as a Portfolio Analyst at City National Rochdale, where he worked across portfolio construction, equity research, and institutional client management. He holds a B.S. in Finance and Business Economics from New York University's Stern School of Business.
The CFA® charter is a globally recognized, graduate-level investment credential awarded by CFA Institute. Earning it requires passing three rigorous examinations, a minimum of four years of qualified professional experience, and an ongoing commitment to the CFA Institute Code of Ethics and Standards of Professional Conduct — which mandate placing client interests first, maintaining independence and objectivity, and acting with integrity.
Our Philosophy
We believe that for certain investors with higher risk tolerance, a concentrated portfolio focused on the highest-conviction ideas can be more effective than broad diversification that dilutes both returns and true risk understanding.
We do not attempt to be everything to everyone. We offer one strategy — monetizing the volatility of market-leading companies through derivative income contracts — executed with precision and full transparency.
Every client receives a separately managed account. There are no pooled funds, no commingled vehicles, and no hidden layers between you and your portfolio. You can see every position, every trade, and every option contract in real time through your custodial account at Interactive Brokers.
Firm Details
Legal Entity
AGenTech Equities, LLC
Doing Business As
AGT Equities
Registration
Registered Investment Adviser — State of California
Firm CRD#
Custodian
Interactive Brokers LLC
Advisory Fee
1.75% annually (negotiable)
For complete information about our advisory services, fees, and business practices, please review our Form ADV Part 2A. Additional information is available on the SEC's Investment Adviser Public Disclosure website.
Interested in working with us?
Schedule a consultation to discuss your investment objectives and determine if our approach is the right fit.
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