AG Global Advisors LLC

AG Global Advisors LLC provides tailored investment advisory and portfolio management services primarily to non‑U.S. individual clients with investable assets generally above $5 million. The firm acts on a non‑discretionary basis, submitting trade recommendations for client approval, and manages approximately $104.7 million for a small client base while not taking custody of client assets.

The adviser does not limit its advice to a particular investment style and customizes recommendations to each client’s circumstances, typically charging a percentage‑of‑AUM fee rather than performance‑based fees. Account reviews and reporting are handled on a client‑requested basis, and the firm’s Code of Ethics and trade policies govern personal trading and conflicts of interest.

What is distinctive about the firm is its predominantly non‑U.S. client focus and the use of referral arrangements with non‑U.S. custodial or advisory firms (including a disclosed nonexclusive referral agreement with de Pury Pictet Turrettini & Cie SA). The sole principal’s prior role leading Morgan Stanley Private Wealth Management Latin America, together with a single‑advisor structure managing over $100 million, underscores an emphasis on high‑net‑worth international clients and largely non‑discretionary relationships.