Est. 2008 — Greenwich, Connecticut
Quiet capital for family enterprise.
A private advisory firm for founders, family offices, and middle-market operators who prefer their capital — like their counsel — to work without an audience.
Where the capital is deployed
Five sectors, one discipline. Every position is sized, structured, and held the way a family would hold it themselves.
We've spent nearly two decades as a behind-the-scenes player — never the headline, always in the room.
Agdan was built on a simple premise: the families and founders who need the most sophisticated advice are usually the least interested in being visible for it. So we built a firm to match — small, senior, and unbothered by attention.
We don't run a single strategy. We hold direct stakes, structure real estate, back operators, and manage portfolios — whatever the situation calls for — because most real capital problems don't arrive pre-sorted into one asset class.
What stays constant is who's in the room. The advisor you meet is the advisor who stays on the account, for as long as the relationship runs.
Since 2008
A firm that has grown by acquisition of capability, not headcount.
Agdan is founded
Established in Greenwich as an advisory practice for middle-market operators and family capital, built around direct relationships rather than assets under a brand.
Acquisition of Waystone
Agdan acquires the Greenwich-based firm Waystone, expanding into real estate development and income-driven strategies alongside its existing wealth advisory practice.
Five sectors, one desk
The team now operates across private wealth, real estate, energy, technology, and consumer investing, managing more than $450 million in client assets.
Private Wealth Advising
Multi-generational planning for families whose capital needs to outlast any one advisor, market cycle, or business — built around governance as much as returns.
Portfolio Services
Direct and fund exposure across public and private markets, sized and rebalanced against a family's actual liabilities, not a model risk tolerance.
Asset Management
Hands-on stewardship of real estate, energy, and operating company positions — the part of the job that happens after the term sheet is signed.
Get in touch
Discretion starts with the first conversation.
Tell us briefly what you're working on. A partner will follow up directly — no intake team, no forms to nowhere.
Greenwich, CT 06830