Agilis Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Agilis Partners LLC
CRD #126765
SEC #801-62213
CIK #0001633903, 0001714977
AUM $33.0 M (2025-04-08)
Employees 1 (100% Investors, 0% Brokers)
Phone512-422-7559
Address
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.02001200920172026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 0.0
By Discretionary
Discretionary 1 0.0
Non-Discretionary 0 0.0
Total 1 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 1 0.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001633903]
D [0001714977]
Comparable Firms State AUM ($B)
Channel Investment Partners LLC
0.0
American Northwest Advisory Services LLC
WA 0.0
Gam24 LLC
0.0
Phase Line Capital LLC
GA 0.0
American Financial Management Ltd
MD 0.0
Soloman Hill I LLC
0.0
Guide Wealth Management LLC
0.0
GKFO LLC
PA 0.0
JB Wealth Advisors LLC
VA 0.0
TAG Associates Florida LLC
NY 0.0
Terms | Privacy | Guide
tony@aum13f.com