Agellus Capital, Llc
- Regulatory AUM
- $508M
- Discretionary
- $508M
- Clients
- 6
- Avg AUM / client
- $84.6M
- Accounts
- 6
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $508M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $410M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Agellus Private Equity Fund I A, Lp | Private Equity Fund | Delaware | $209M | 7 |
| Agellus Private Equity Fund I, Lp | Private Equity Fund | Delaware | $201M | 36 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aiello, Jeffrey, R | Managing Partner | Jan 2024 (3y) | ≈ 14.06% – 50% via Aiello Private Equity Holdings Llc | |
| Thomas, Harold, Jr. | Managing Partner | Mar 2024 (2y) | ≈ 4.69% – 25% via Woodcote Park Acpe 1 Holdings Llc | |
| Zerman, Margaret, Parks | Vice President, Finance / Chief Compliance Officer | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Agellus Capital Holdings Llc | Managing Member | Nov 2024 | A | 75% or more |
| Woodcote Park Holdings, Llc | Member | Aug 2024 | B | ≈ 9.38% – 37.5% via Woodcote Park Acpe 1 Holdings Llc |
| Aiello Private Equity Holdings Llc | Member | Dec 2024 | B | ≈ 18.75% – 50% via Agellus Capital Holdings Llc |
| Woodcote Park Acpe 1 Holdings Llc | Member | Nov 2024 | B | ≈ 18.75% – 50% via Agellus Capital Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aiello, Jeffrey, R: 75% – 100% of Aiello Private Equity Holdings Llc × 25% – 50% of Agellus Capital Holdings Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Thomas, Harold, Jr.: 25% – 50% of Woodcote Park Acpe 1 Holdings Llc × 25% – 50% of Agellus Capital Holdings Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
- Woodcote Park Holdings, Llc: 50% – 75% of Woodcote Park Acpe 1 Holdings Llc × 25% – 50% of Agellus Capital Holdings Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Aiello Private Equity Holdings Llc: 25% – 50% of Agellus Capital Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Woodcote Park Acpe 1 Holdings Llc: 25% – 50% of Agellus Capital Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $410M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Agellus Private Equity Fund I A, Lp | Private Equity Fund | $209M | $5.0M | 7 |
| Agellus Private Equity Fund I, Lp | Private Equity Fund | $201M | $5.0M | 36 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 2.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • MONITORING AND DEAL FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗