# A.G.P./Alliance Global Partners: portfolio, investments and team

> A.G.P./Alliance Global Partners is an investment firm based in United States. 1 investment on record, 1 in the last 12 months, latest Dec 2025.

Source: https://millionrounds.com/fund/a-g-p-alliance-global-partners (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# A.G.P./Alliance Global Partners

Last cheque observed Dec 2025; 1 cheques on record.

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Investment firm Deploying now

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Deploying now

**100%** of best year **1** **cheques in 12 months**, 1 on record

Since the last cheque **338** days **00** hrs **00** min **00** sec

Median round **$10M** Rounds led **1 of 1** Sole investor **1 rounds**

Pitch A.G.P./Alliance Global Partners

## A.G.P./Alliance Global Partners highlights

- 01 1 cheques in the last 12 months
- 02 Sole investor in 1 rounds, median $10M

## What they do

- **Type:** Investment firm (from a list, unverified)
- **Cheque size:** Not stated
- **Based in:** WESTPORT, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **1 appearances**

- **2025** 1 round
- **Dec** **[Upexi](https://millionrounds.com/company/upexi)** US · Ventureburn **$10M** *Led*

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **6 named**

AJ **Anthony Joseph Lauriello** Municipal Securities Principal i Form ADV

CE **Craig Erin Klein** CFO, Principal Financial Officer i Form ADV

JJ **John Joseph Venezia** Chief Compliance Officer - Broker Dealer, Ria i Form ADV

PW **Phillip William Michals** Chief Executive Officer i Form ADV

RG **Raffaele Gambardella** COO/Chief Risk Officer i Form ADV

TJ **Thomas Joseph Higgins** Principal Operations Officer i Form ADV

We also hold **6** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$2.9B** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** A.g.p. / Alliance Global Partners, LLC
- **SEC number:** CRD 8361

Funds on its Form ADV

**1** private fund, **$1.0M** in gross assets · filed Oct 2024

- GP Advisor Fund, LLC *New issue investment grade m* 3 investors $1.0M

## The cheque

Median round joined **$10M** the round, not its cheque Alone, median **$10M**

Led 1 of 1 rounds **100%**

- **Sole investor:** 1 rounds
- **Last cheque:** Dec 2025

Cheques by month Led Joined

Dec 2023 Nov 2026

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## Recently backed

The latest companies A.G.P./Alliance Global Partners put money into.

[**Upexi** $10M · Dec 2025](https://millionrounds.com/company/upexi)

## Quick answers about A.G.P./Alliance Global Partners

### How active is A.G.P./Alliance Global Partners?

1 investments on record, 1 of them in the last 12 months, and it led 1. The most recent was in Dec 2025.

### What has A.G.P./Alliance Global Partners invested in recently?

Its most recent investments on record: Upexi (Undisclosed round, Dec 2025).

### How big are A.G.P./Alliance Global Partners's cheques?

The median round it joins is $10M.

### Is A.G.P./Alliance Global Partners investing now?

Yes: it is actively investing, with 1 investments in the last 12 months.

### What kind of investor is A.G.P./Alliance Global Partners?

A.G.P./Alliance Global Partners is an investment firm based in WESTPORT, United States.

### How much does A.G.P./Alliance Global Partners manage?

About $2.9B, as regulatory assets under management (Oct 2026).

### Where does this information on A.G.P./Alliance Global Partners come from?

From 1 articles and filings naming it in a round, public registers and its own website, checked and rebuilt every night.

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