Agis Management LLC
Firm details
- Headquarters
- Clearwater, Florida
- CRD number
- 172457
- Registered since
- August 13, 2015
- Website
- agiscapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Carolyn Bailey
Partner & Chief Financial OfficerCRD 6008705

Kenneth Warlick
Partner, Chief Investment OfficerCRD 6399366
Jeffrey Hillberg
Chief Operations OfficerCRD 5785910
Contacts
1 of 1
Jeffrey Conrad
PARTNER, FOUNDER AND PRESIDENTCRD 4372127
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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