Agellus Capital, LLC

Fee-Only (% of Portfolio)

Agellus Capital is a private equity firm that manages private investment funds, making equity and equity-related investments in middle-market, essential services companies. Agellus does not offer financial planning, tax planning, or market timing services. The firm's investment advisory services are tailored to the specific investment objectives outlined in the fund governing documents.

Assets Under Management$470M
Clients4
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Agellus Capital does not directly manage investments for individual investors. It manages private investment funds and special purpose vehicles. The management fee for Fund I is 2.0% per year of each investor's commitment, paid semi-annually in advance. Investors in the Co-Invest Funds do not pay a management fee. The General Partner may also receive carried interest, which is a percentage of the fund's net profits.

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Agellus Capital, LLC | TrueAdvisor