Agata Investments LLC

Public-record details

Address

20544 Debbie Lane, Saratoga, CA 95070

Phone

(408) 872-1974

Listed under

Hourly fees, Flat / fixed fees

CRD number

318275

Registration

State registered: CA

Compensation (Form ADV 5.E)

Hourly charges; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Clients reported (Form ADV 5.D)

Fewer than 5

Employees

1

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-06-02

State registered (CA) investment adviser, CRD 318275, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 318275 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.