AGELLUS CAPITAL, LLC
Adviser information for AGELLUS CAPITAL, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-129997 |
|---|---|
| SEC ERA File Number | 801-129997 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330152 |
| Legal Entity Identifier | None |
Principal Office
7733 FORSYTH BLVD, STE 1100CLAYTON
MO
United States
Monday - Friday, 9AM - 5PM
Tel: 314-408-5505, Fax: None
Chief Compliance Officer
JEFFREY AIELLO
MANAGING PARTNER
7733 FORSYTH BLVD, STE 1100
CLAYTON
MO
United States
Tel:
314-408-5505
J******@**********M
(Full email address available in API data)
Regulatory Contact
BEAU THOMAS
MANAGING PARTNER
63 ASH STREET
WESTON
MA
United States
Tel:
314-408-5515
B******@**********M
(Full email address available in API data)
Industry Affiliates
| AGELLUS PRIVATE EQUITY FUND I GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AGELLUS PRIVATE EQUITY FUND I-A, LP | Private Equity Fund | $0.0M | $5.0M | 0 |
| AGELLUS PRIVATE EQUITY FUND I, LP | Private Equity Fund | $0.0M | $5.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Thomas, Harold, Beau | Individual | – | MANAGING PARTNER | 03/2024 | 50-75% |
| Aiello, Jeffrey, R | Individual | – | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | 01/2024 | 50-75% |