Agis Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clearwater, FL. Its latest Form ADV filing, dated March 28, 2026, reports $429M in regulatory assets under management, 16 employees, 8 offices, and 2 accounts.
Assets Under Management
$429M
Employees
16
Offices
8 offices
Total Clients
<5
Primary office
CLEARWATER, FL
601 CLEVELAND STREET, SUITE 330, CLEARWATER, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
1
2
Government
50.0%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$429Mas of March 28, 2026
Discretionary100.0%
$429M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$429M
Total Accounts2
10Y AUM Change+$170M (+65.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee0:1
10Y Employee Change+8 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.