Agellus Capital provides portfolio management for pooled vehicles. The firm advises 6 private funds.
Agellus Capital reports 6 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($508M across 6 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $508M | 100.0% | $84.6M |
| Total | 6 | $508M | 100% | $84.6M |
- Clients
- 6
- Regulatory AUM
- $508M
- AUM share
- 100.0%
- Avg. per client
- $84.6M
Total
- Clients
- 6
- Regulatory AUM
- $508M
- AUM share
- 100%
- Avg. per client
- $84.6M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 6
- Financial planning clients last fiscal year
- 0
Agellus Capital is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Agellus Capital Holdings LLC owns 75% or more of Agellus Capital and is in turn owned by Aiello Private Equity Holdings LLC (25–50%) and Woodcote Park Acpe-1 Holdings LLC (25–50%). The leadership team of Agellus Capital includes Chief Operating Officer Joseph Amadio and Chief Compliance Officer Rebecca Lopez. It has 12 employees, 11 of them in advisory roles.
Staff
- 12 employees
- 11 in advisory functions
- Owns 75% or more of Agellus Capital, LLC
Agellus Capital Holdings LLC
Control person · since November 2024
- Owns 25% to 50% of Agellus Capital Holdings LLC
Aiello Private Equity Holdings LLC
Control person · since December 2024
- Owns 75% or more of Aiello Private Equity Holdings LLC
Jeffrey Aiello
Control person · since December 2024
- Owns 25% to 50% of Agellus Capital Holdings LLC
Woodcote Park Acpe-1 Holdings LLC
Control person · since November 2024
- Owns 50% to 75% of Woodcote Park Acpe-1 Holdings LLC
Woodcote Park Holdings, LLC
Control person · since August 2024
- Owns 25% to 50% of Woodcote Park Acpe-1 Holdings LLC
Harold Thomas
Control person · since August 2024
Agellus Capital’s regulatory assets grew Infinity× from $0 (March 2024) to $508M (March 2026); clients rose from 2 to 6 and employees from 2 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $508M | 6 | 12 | 1 |
| May 2025May 2025 | $470M | 4 | 11 | 1 |
| Mar 2024March 2024 | $0 | 2 | 2 | 3 |
Besides its headquarters, Agellus Capital has 0 offices, with 1 listed address in 1 state.
Missouri · 1 listed address
- 7701 Forsyth Boulevard, Suite 350, ClaytonHQ
Contact and registration details
- Legal name
- Agellus Capital, LLC
- Headquarters
- 7701 Forsyth Boulevard, Suite 350, Clayton, MO 63105
- Website
- agellus.com
- Phone
- 314-408-5600
- @agellus-capital
- SEC file
- 801-129997
- Structure
- Delaware LLC
- Fiscal year end
- December
Agellus Capital has custody of $201M for 6 clients.
How many clients does Agellus Capital have?
Agellus Capital has 6 clients and manages $508 million for them, as of March 2026. They include 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Agellus Capital offer?
Agellus Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Agellus Capital have?
Agellus Capital has 0 investment adviser representatives registered with state securities authorities, out of 12 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Agellus Capital?
Agellus Capital is owned through a chain of holding companies by Jeffrey Aiello, Harold Thomas and Woodcote Park Holdings, LLC. Its direct owner is Agellus Capital Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Agellus Capital get paid?
Agellus Capital is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Agellus Capital?
Agellus Capital’s main office is at 7701 Forsyth Boulevard, Suite 350, Clayton, MO 63105. Its phone number is 314-408-5600. Its website is agellus.com.