Agis Management LLC

RIASEC RegisteredEst. 2015
Total AUM
$220M
Discretionary
$220M
100% of AUM
Avg account
$220M
Accounts
1
Employees
12
Advisory reps
4

Firm details

Headquarters
Clearwater, Florida
CRD number
172457
Registered since
August 13, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
  • State / Municipal Government87.16%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Agis Management LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2015. The firm’s client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or other institutions. Agis acts in sponsor and general partner capacities and serves as a managing member of pooled vehicles it oversees, indicating direct involvement in fund operations and governance. The firm charges both a percentage-of-assets fee and performance-based fees. Agis is not flagged as an active ESG investor, it does not present as a multi-state adviser, and it is not described as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Carolyn Bailey

    Carolyn Bailey

    Partner & Chief Financial OfficerCRD 6008705

  • Kenneth Warlick

    Kenneth Warlick

    Partner, Chief Investment OfficerCRD 6399366

  • Jeffrey Hillberg

    Chief Operations OfficerCRD 5785910

Contacts

1 of 1
  • Jeffrey Conrad

    Jeffrey Conrad

    PARTNER, FOUNDER AND PRESIDENTCRD 4372127

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Clearwater, FL

Pinellas

Location

Clearwater, FL

Headquartered in Clearwater, FL, in the South of the United States.

Region
South
County
Pinellas
Address
601 Cleveland St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth