DFX Intelligence

Data Factory

Private equityFirmfund of funds · probableunsized

Agili, P.C.

Private Equity

Richmond, VA

Welcome Agili Clients CW Advisors is very pleased to announce its partnership with Agili. We are delighted to welcome Agili clients to CWA! To access your Client Portal, please click here. The combination of our advisory firms will allow us to provide you with an even higher level of client care and expanded wealth management […]

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:dfd95680-8a1a-4305-a049-6fe5f5f9b8d7

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 12
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Agili, P.C.

Venture manager · shared crd

RIA / Wealth Managementidentity

AGILI, P.C.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
Vintages: 2004 to 2004
Regulatory AUM: $1.1B
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Latest ADV filing: Mar 26, 2024
Employees (ADV): 21
Website: agilipersonalcfo.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
MJA Private Equity Partners 2004, LP	2004	Harvest	Private Equity Fund	n/a	$38,288	0

Relationships

Employs (7)

→ VAN NguyenPersonPrincipal, Director Of Client Services
Jan 1, 2020 to presentfactForm ADV
→ Michael JoycePersonPresident
Jan 1, 1993 to presentfactForm ADV
→ Cynthia JoycePersonChief Operating Officer
Jan 1, 2015 to presentfactForm ADV
→ Amber OttPersonChief Compliance Officer
Jan 1, 2017 to presentfactForm ADV
→ Jamie Lee MalonePersonPrincipal, Financial Strategist
Jan 1, 2018 to presentfactForm ADV
→ Marilee Anne FalcoPersonPrincipal, Financial Strategist
Jan 1, 2018 to presentfactForm ADV
→ Jack Everett PaynePersonChief Investment Officer
Dec 1, 2006 to Mar 24, 2016inferenceForm ADV

Manages (1)

→ MJA Private Equity Partners 2004, LPFundPrivate Equity Fund
Apr 1, 2013 to presentfactForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 24, 2026
Firm news
CW Advisors Partners With WNBA Star Tina Charles to Advance Purpose-Driven Wealth and Legacy Planning
The subject's own siteobserved yesterday
Occurred
Feb 3, 2026
Firm news
CW Advisors Acquires Rovin Capital, Expanding Firm’s Presence in West
The subject's own siteobserved yesterday
Occurred
May 1, 2025
Firm news
CW Advisors Adds $1.4 Billion in AUM with Acquisition of 2 RIAs
The subject's own siteobserved yesterday
Occurred
Jan 1, 2020
Person joined
VAN Nguyen joined Schedule A of Agili, P.C. as Principal, Client Services Manager
Form ADVobserved 5 days ago
Occurred
Jan 1, 2018
Person joined
Jamie Lee Malone joined Schedule A of Agili, P.C. as Principal, Financial Strategist
Form ADVobserved 5 days ago
Occurred
Jan 1, 2018
Person joined
Marilee Anne Falco joined Schedule A of Agili, P.C. as Principal, Financial Strategist
Form ADVobserved 5 days ago
Occurred
Jan 1, 2017
Person joined
Amber Ott joined Schedule A of Agili, P.C. as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 24, 2016
Person left
Jack Everett Payne (Chief Investment Officer) no longer on Schedule A of Agili, P.C.
Form ADVobserved 5 days ago
Occurred
Jan 1, 2015
Person joined
Cynthia Joyce joined Schedule A of Agili, P.C. as Chief Operating Officer
Form ADVobserved 5 days ago
Occurred
Mar 31, 2012
Adviser first adv filing
Agili, P.C. first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 2 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 107664 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Apr 1, 2013
MJA Private Equity Partners 2004, LP first reported on Form ADV by Agili, P.C. (Private Equity Fund), GAV $4,005,231

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): VAN Nguyen (Principal, Director Of Client Services), Michael Joyce (President), Cynthia Joyce (Chief Operating Officer), Amber Ott (Chief Compliance Officer), Jamie Lee Malone (Principal, Financial Strategist), Marilee Anne Falco (Principal, Financial Strategist).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:dfd95680-8a1a-4305-a049-6fe5f5f9b8d7
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 38 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Agili, P.C.

Private Equity

Richmond, VA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:dfd95680-8a1a-4305-a049-6fe5f5f9b8d7

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

MJA Private Equity Partners 2004, LP

2004

Harvest

Private Equity Fund

n/a

$38,288