News Press Release

Agility Celebrates 15 Years of Serving Institutional Clients


Denver, New York, and Austin – October 1, 2022 Agility is pleased to recognize that this month marks the firm’s 15-year anniversary as an Outsourced Chief Investment Officer.

“It’s exciting to have reached this significant milestone in the growth of our firm” said Chris Bittman, Partner, CEO and CIO of Agility, “While the investment landscape has grown increasingly complex over the last 15 years, both our approach and our commitment to serving our clients have remained steadfast.”

Agility was founded in 2007 with a singular focus: to provide OCIO-related services to a select group of institutional investors. Its boutique business model was built around working in close partnership with a limited number of clients, with the goal of making each client feel as if it has its own in-house investment team.

Since 2007, Agility has grown its assets under management from approximately $200 million to $14 billion by partnering strategically and selectively with institutional investors. The firm has added an average of 3 new clients per year, and currently serves 41 clients.

Agility’s six Partners have an average tenure of 13 years with the firm, and 26 years of experience in the investment management industry.

“We’re grateful to our clients for their trust over the last 15 years,” said Partner and President, Trey Thompson, “We look forward to the next 15 years and beyond.”

About Agility

Agility is a leading provider of outsourced investment solutions.  With approximately $14.0 billion in assets under management, Agility works with a diverse client base that includes endowments, foundations, family offices, corporations, healthcare organizations, and other pools of capital.  Since 2007, Agility has specialized in creating investment programs tailored to the specific needs of clients.

Assets are managed by Perella Weinberg Partners Capital Management LP (“Agility”). Investing involves risk, including the possible loss of principal and fluctuation of value. Strategies may not be suitable for all investors. All information presented herein is as of the date indicated and is solely for informational purposes.