Agilis Investment Management LLC
● SEC registered since 2025CRD 336358SEC# 801-132879Wilton, CT
Reg. AUM
$123.8M
Employees
4
Accounts
212
Location
Wilton, CT
Agilis Investment Management LLC assets under management
Agilis Investment Management LLC operates as an SEC-registered investment adviser based in Wilton, CT. The firm has been registered since 2025. It reports $123.8 million in regulatory assets under management and employs 4 people.
Agilis Investment Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jin Hu Control | Chief Executive Officer/Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Agilis Investment Management LLC manage?
Agilis Investment Management LLC reports $123.8 million in regulatory assets under management on its Form ADV.
How many employees does Agilis Investment Management LLC have?
Agilis Investment Management LLC reports 4 employees.
Where is Agilis Investment Management LLC located?
Agilis Investment Management LLC is based in Wilton, CT and has been SEC-registered since 2025.
Does Agilis Investment Management LLC disclose fund performance?
Agilis Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 187 Danbury Road, Suite 206, Wilton, CT 06897 |
| Phone | (203) 920-1011 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.8MNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$123.8Mregulatory AUM
Discretionary $123.8M