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AGIS MANAGEMENT LLC

CRD 172457 · SEC 801-106537

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601 CLEVELAND STREET, SUITE 330, CLEARWATER, FL, 33755, United States

Phone

617-350-9894

Fax

888-471-4843

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$428.7M

Discretionary AUM

$428.7M

Team

16 total employees; 16 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-28

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles1$236.8M
State/municipal entities1$192.0M

States served

CA, CO, DC, IA, MA, NC, VA, WA, FL

All web addresses on file

Official SEC filing: View on IAPD