Agis Management LLC
Agis Management LLC is an SEC-registered asset manager in Boston, MA with $428.7M assets under management (AUM, regulatory AUM), -27% over one year. See who owns Agis Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172457, SEC 801-106537, data through 2026-03-28.
- AUM (assets under management / regulatory AUM)
- $428.7M (2026-03-28)
- Firm type
- Asset Manager
- Location
- Boston, MA
- Employees
- 16
- Clients
- 2
- CRD
- 172457
- Ownership
- CONRAD, JEFFREY, ALAN; BAILEY, CAROLYN, MARIE; WARLICK, KENNETH, LOSS; AGIS CAPITAL, LLC; HILLBERG, JEFFREY, JONES
How much AUM does Agis Management LLC have?
Agis Management LLC reported $428.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-28).
Who owns Agis Management LLC?
Disclosed owners and executives of Agis Management LLC include CONRAD, JEFFREY, ALAN, BAILEY, CAROLYN, MARIE, WARLICK, KENNETH, LOSS, AGIS CAPITAL, LLC, HILLBERG, JEFFREY, JONES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.