Humilis Investment Strategies, LLC

Overview

Humilis Investment Strategies, LLC is an SEC-registered institutional registered investment adviser that identifies as an LLC and lists an individual owner. The firm reports institutional clients as its primary client base while also documenting advisory capabilities that include portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services. Humilis charges either a percentage of assets under management or fixed fees. It does not self-identify as a capital allocator, and it reports that it is not an active ESG investor and is not a multi-state adviser. The firm’s SEC registration year is recorded as 2025. Public disclosures do not list third-party alternative managers by name, suggesting a limited public profile on external allocations. Where Humilis positions itself to add value is through direct portfolio management and advisory work for institutional and business clients rather than through operating as a fund-of-funds or external allocator.

Assets & Accounts

Investments & Alternatives