{
  "crd_number": 172457,
  "slug": "agis-management-llc-clearwater-fl-172457",
  "primary_business_name": "AGIS MANAGEMENT LLC",
  "legal_name": "AGIS MANAGEMENT LLC",
  "dbas": [],
  "city": "Clearwater",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-08-13",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 220241039.0,
  "raum_discretionary": 220241039.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 220241039.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "FL",
    "IA",
    "MA",
    "NC",
    "VA",
    "WA"
  ],
  "websites": [
    "https://agiscapital.com",
    "https://linkedin.com/company/agis-capital-llc",
    "https://twitter.com/AGIS_CAPITAL",
    "https://x.com/agis_capital",
    "https://x.com/agiscapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172457",
  "city_as_filed": "CLEARWATER",
  "url": "https://advisorcensus.com/firm/agis-management-llc-clearwater-fl-172457",
  "display_name": "Agis Management LLC",
  "summary": "Agis Management LLC is an SEC-registered investment advisory firm in Clearwater, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. Agis Management LLC (CRD 172457): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Agis Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Agis Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Agis Management LLC located?",
      "a": "Agis Management LLC's principal office is in Clearwater, FL, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Agis Management LLC registered with the SEC or a state?",
      "a": "Agis Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 172457."
    },
    {
      "q": "How much does Agis Management LLC manage?",
      "a": "Agis Management LLC reports $220,241,039 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Agis Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Agis Management LLC: Regulatory assets under management: $650,000,000 in the October 2021 data and $220,241,039 in the October 2026 data, down 66%. Total employees: 16 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Agis Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Agis Management LLC report any disciplinary disclosures?",
      "a": "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/172457"
    },
    {
      "q": "What changed in Agis Management LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 16 to 12. Regulatory assets under management went from $428,739,551 to $220,241,039 (-49%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 650000000.0,
      "total_employees": 16,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 650000000.0,
      "total_employees": 16,
      "filing_date": "2022-09-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 650000000.0,
      "total_employees": 17,
      "filing_date": "2023-03-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 678484797.0,
      "total_employees": 17,
      "filing_date": "2024-05-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 588062583.0,
      "total_employees": 16,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 220241039.0,
      "total_employees": 12,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 12.",
        "Regulatory assets under management went from $428,739,551 to $220,241,039 (-49%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $588,062,583 to $428,739,551 (-27%).",
        "Added an office in Cumming, IA.",
        "Added an office in Leesburg, VA.",
        "No longer lists an office in Clive, IA.",
        "Registered or notice-filed in VA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CT, LA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/agis-management-llc-clearwater-fl-172457.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 220241039.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172457",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}