Agis Management LLC

Overview

Agis Management LLC is an SEC-registered institutional RIA formed in 2015 that serves institutional clients through portfolio management for pooled investment vehicles and for businesses or institutions. The firm charges percentage-of-AUM fees and also employs performance-based fee arrangements, consistent with its involvement in pooled vehicles and sponsor/GP roles. Agis describes itself as a sponsor, general partner and managing member of pooled investment vehicles and does not present itself as a multi-state adviser, pension consultant, capital allocator, or active ESG investor.

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Investments & Alternatives

Location & Offices