Humilis Investment Strategies, Llc
SEC-registered
Mutual Fund / Asset Manager · Small ($100M–$1B)
CRD 338310
· SEC file 801-134344
·
· www.humilisinv.com
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ADV data as of Feb 20, 2026
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 1
- Avg AUM / client
- $117M
- Accounts
- 2
- Employees
- 4
AUM over time
$0
$117M
Aug 14, 2025
Feb 20, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $117M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 1.09 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have 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: Feb 20, 2026.
View current Form ADV (SEC/IAPD) ↗