Humilis Investment Strategies, LLC

Overview

Humilis Investment Strategies, LLC is a limited liability company registered with the SEC (registered year 2025) that positions itself as an institutional-facing advisory firm while also listing services for individuals and small businesses. The firm operates on a discretionary basis and offers portfolio management for both individual and business/institutional clients, along with pension consulting services. Its fee model combines a percentage-of-AUM component with fixed fees. Investment implementation appears to favor commingled public-market vehicles rather than direct, named external alternative fund managers. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Ownership is listed as individual, suggesting a compact operating structure and a focus on a small number of customized client relationships.

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Location & Offices