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Building 2AGIS MANAGEMENT LLC

Map pinCLEARWATER, FL
Phone617-350-9894
NotebookSEC #801-106537
Total AUM
$428.7M
Employees
16
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 CLEVELAND STREET
SUITE 330
CLEARWATER
FL 33755
United States
Operating Hours
8:30A-5:30P
Monday - Friday
Phone
617-350-9894
Other Offices
8

ReceiptFinancials

Total AUM
$428.7M
Accounts
2
Discretionary
$428.7M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$236.8M
Government Entity Clients
1
AUM
$192M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIAMANCVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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