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⚲
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| Agilis Partners LLC
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|
|---|---|
| CRD # | 126765 |
| SEC # | 801-62213 |
| CIK # | 0001714977, 0001633903 |
| AUM | $6.4 BB (2022-09-07) |
| Employees | 40 (42% Investors, 0% Brokers) |
| Phone | 781-373-6900 |
| Address | 130 Turner St Waltham, MA 02453 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 61 | 3.8 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 3 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 6 | 2.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 6.4 |
| By Discretionary | ||
| Discretionary | 41 | 1.4 |
| Non-Discretionary | 31 | 5.1 |
| Total | 72 | 6.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 6.3 | |
| Total | 72 | 6.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001633903] | |
| D | [0001714977] |
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|
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|
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|
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NY | 6.3 |
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Neuberger Berman Loan Advisers LLC
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IL | 6.3 |
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Mirae Asset Global Investments Hong Kong Limited
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The WindAcre Partnership LLC
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TX | 6.2 |