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AOG Institutional Fund, AOGFX provides exposure to a mix of private, institutional illiquid alternative/ non-traditional investments, supplemented by a liquid investment allocation, through a closed-end interval fund structure. The fund invests in both income-producing assets and assets selected for long-term capital appreciation.
Opinions expressed are subject to change and provided for informational and/or educational purposes only. Social Media Terms of Use can be found at: https://aogfunds.com/additional-key-considerations/
Investment in the Fund is speculative and involves substantial risks, including the potential for a complete loss of entire investment. Fund shares should be considered illiquid and appropriate only as a long-term investment. No public market for Shares exists, and none is expected to develop in the future.
An investor should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the Fund’s prospectus. To obtain a prospectus, please 703-318-2350 or visit aogfunds.com. Please read the prospectus carefully before investing.
Investment in the Fund may be made only by accredited investors.
The AOG Institutional Fund is distributed by Distribution Services, LLC which is not affiliated with F.L.Putnam Investment Management Company.
On February 28, 2025, AOG Wealth Management (the “Prior Adviser”) completed a transaction with F.L. Putnam Investment Management Company, Inc ("FLP"), whereby FLP acquired substantially all of the Prior Adviser’s assets, including its investment management business. As a result of the transaction, as well as Board and investor approval, FLP assumed the role as investment adviser to the Fund. All material terms of the Previous Advisory Agreement are expected to remain unchanged under the New Advisory Agreement.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 11911 Freedom Drive,
- Industry
- Financial Services
- Website
- http://www.aogfunds.com
- HQ
- Reston, VA
Aog Institutional Fund (Aogfx) Questions
AOG Institutional Fund (AOGFX)'s website is http://www.aogfunds.com
AOG Institutional Fund (AOGFX)'s LinkedIn profile is https://www.linkedin.com/company/aog-institutional-fund-aogfx
AOG Institutional Fund (AOGFX) has
4 employees.
View email and phone details for 4
employees at AOG Institutional Fund (AOGFX).
AOG Institutional Fund (AOGFX)'s industry is
Financial Services
AOG Institutional Fund (AOGFX)'s top competitors are
H.i.g. Capital,
F.l.putnam Investment Management Company,
Icapital,
Thrivery,
Kpc Private Funds Platform,
Canary,
The Whitener Company, Llc,
Vital Wealth,
Orion,
Km Capital Management.
AOG Institutional Fund (AOGFX)'s categories are Financial Services
AOG Institutional Fund (AOGFX)'s founding year is 2021
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Aaron Rosen, CFA
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San Diego, California, United States, United States6gmail.com, validusgrowth.com, luciacap.com, archviewlp.com, aresmgmt.com, copiawealthstudios.com4 +140490XXXXX
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Frederick Baerenz
President & Chairman Of Aog…
Reston, Virginia, United States, United States
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