


AOG Institutional Fund (AOGFX)
Financial Services • Sunset Hills, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 11911 Freedom Drive, Suite 730, Reston, VA 20190, US |
| Phone number | +17033182350 |
| Website | |
| NAICS | 52 |
| Keywords | Real Estate, Private Equity, Alternative Investments, Private Credit, 33 Act |
| Founded | 2021 |
| Employees | 1-10 |
Key Contact at AOG Institutional Fund (AOGFX)
Frederick Baerenz
President & Chairman
AOG Institutional Fund (AOGFX) Email Formats
AOG Institutional Fund (AOGFX) uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@aogfunds.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@aogfunds.com | 100% |
About AOG Institutional Fund (AOGFX)
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.
AOG Institutional Fund (AOGFX) revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
AOG Institutional Fund (AOGFX) has never raised funding before.
AOG Institutional Fund (AOGFX) Tech Stack
Discover the technologies and tools that power AOG Institutional Fund (AOGFX)'s digital infrastructure, from frameworks to analytics platforms.
Security
WordPress plugins
WordPress themes
Page builders
CDN
JavaScript libraries
Miscellaneous
Programming languages
Blogs
SEO
Font scripts
CDN
Frequently asked questions
4.8
40,000 users



