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 Vehicles55.23%
- State / Municipal Government44.77%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Agis Management LLC is an SEC-registered investment adviser organized as a limited liability company and operating primarily for institutional clients. The firm focuses on portfolio management for pooled investment vehicles and for businesses or institutions, and it also serves as sponsor, general partner and managing member of those pooled vehicles. Its fee model combines a percentage of assets under management with performance-based fees, indicating an emphasis on active, outcome-driven strategies rather than purely advisory retainer work. Agis is not positioned as a capital allocator in the sense of seeding external managers; instead it manages and sponsors vehicles directly while also using third-party managers for select alternative exposures. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3KENNETH WARLICK
Partner, Chief Investment OfficerCRD 6399366
JEFFREY HILLBERG
Chief Operations OfficerCRD 5785910
CAROLYN BAILEY
Partner & Chief Financial OfficerCRD 6008705
Contacts
1 of 1JEFFREY 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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