# Agellus Capital, LLC

> Agellus Capital, LLC is an SEC-registered investment advisory firm in Clayton, MO, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 330152
- Filed as: AGELLUS CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clayton, MO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330152
- AdvisorCensus page: https://advisorcensus.com/firm/agellus-capital-llc-clayton-mo-330152

## Quick answers

**How is Agellus Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Agellus Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**What does Agellus Capital, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Agellus Capital, LLC located?**
Agellus Capital, LLC's principal office is in Clayton, MO, according to its Form ADV.

**Is Agellus Capital, LLC registered with the SEC or a state?**
Agellus Capital, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330152.

**How much does Agellus Capital, LLC manage?**
Agellus Capital, LLC reports $507,794,558 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Agellus Capital, LLC's assets and staff changed since 2024?**
In the Form ADV data for Agellus Capital, LLC: Regulatory assets under management: $410,000,000 in the October 2024 data and $507,794,558 in the October 2026 data, up 24%. Total employees: 6 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Agellus Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Agellus Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330152

**Does Agellus Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Investment in the Funds is generally subject to a minimum initial investment of $5,000,000 per Investor, subject to increase, decrease or waiver at the discretion of Agellus and the General Partner of the Funds."

**What changed in Agellus Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 2% of assets a year

> A management fee (“Management Fee”) will be payable semi-annually in advance by Fund I to the Manager in respect of each Limited Partner in an amount equal to 2.0% per annum of the commitment of each Limited Partner

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Investment in the Funds is generally subject to a minimum initial investment of $5,000,000 per Investor, subject to increase, decrease or waiver at the discretion of Agellus and the General Partner of the Funds.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $507,794,558
- Discretionary: $507,794,558
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $507,794,558 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- agellus.com
- LinkedIn @agellus-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $410,000,000 | 6 | August 26, 2024 |
| October 2025 | $469,555,910 | 11 | May 2, 2025 |
| October 2026 | $507,794,558 | 12 | March 30, 2026 |

Regulatory assets under management: $410,000,000 in the October 2024 data and $507,794,558 in the October 2026 data, up 24%.
Total employees: 6 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 11.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Agellus Capital, LLC (CRD 330152): Form ADV filing data as of October 2026.