Agis Management LLC is a large advisory firm based in Boston. It manages $1.03 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Florida, Iowa, and 4 other states.
Agis Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Agis Management LLC is $1.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 297% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Agis Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jeffrey Alan Conrad is state or municipal government entities with 2 clients and $1.03 billion of assets under management. Among the 8 most similar advisory firms, Agis Management has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.03 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.
Agis Management doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey Alan Conrad has been acting as President since 1 Mar 2013. Kenneth L Warlick has served as the Chief Investment Officer since 1 May 2013. Carolyn Marie Bailey joined the executive team most recently as the Member.
The principal office where Agis Management LLC performs its advisory services is located at 46 Plympton Street, Boston, MA 02118, which is also the mailing address of the firm. An additional office of the firm is in Concord, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-350-9898 or by fax 888-471-4843. The normal business hours are 8:30a-5:30p on Monday - Friday. You can find more information about the New York firm at agiscapital.com.