AGIS MANAGEMENT LLC

RIASEC RegisteredEst. 2015
Total AUM
$429M
Discretionary
$429M
100% of AUM
Avg account
$214M
Accounts
2
Employees
16
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 Vehicles55.23%
  • State / Municipal Government44.77%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • KENNETH WARLICK

    Partner, Chief Investment OfficerCRD 6399366

  • JEFFREY HILLBERG

    Chief Operations OfficerCRD 5785910

  • CAROLYN BAILEY

    Partner & Chief Financial OfficerCRD 6008705

Contacts

1 of 1
  • JEFFREY CONRAD

    PARTNER, FOUNDER AND PRESIDENTCRD 4372127

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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