Agis Property Management
$17.0M reported client assets across 1 advisory firms in FY2018 annual amendments
Reported client assets over time
$10.6M
$17.0M
2017
2018
Same-firm comparison: 1 firms that reported Agis Property Management in both FY2017 and FY2018 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Agis Management Llc | $17.0M | $1.0B | 1.7% | 03/28/2019 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.