{"url":"https://nivawealth.com/firms/agellus-capital-330152","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330152","regulatoryAum":507794558,"crd":"330152","history":[{"filedOn":"2024-03-26","regulatoryAum":0,"clients":2,"employees":2,"offices":3},{"filedOn":"2025-05-02","regulatoryAum":469555910,"clients":4,"employees":11,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":507794558,"clients":6,"employees":12,"offices":1}],"secFileNumber":"801-129997","legalName":"Agellus Capital, LLC","displayName":"Agellus Capital","slug":"agellus-capital-330152","website":"https://agellus.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/agellus-capital/about/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7701 Forsyth Boulevard, Suite 350","city":"Clayton","state":"MO","stateName":"Missouri","country":"United States","postalCode":"63105"},"tradeNames":[],"registration":{"secApproved":"25 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":12,"advisory":11,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":507794558,"discretionary":507794558,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":507794558}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Agellus Capital has custody of $201M in client assets for 6 clients.","otherCustodians":[],"leadership":[{"name":"Joseph Amadio","title":"Chief Operating Officer","crd":"8190093"},{"name":"Rebecca Lopez","title":"Chief Compliance Officer / Principal","crd":"8187859"},{"name":"Jeffrey Aiello","title":"Managing Partner","crd":"7877605"},{"name":"Harold Thomas","title":"Managing Partner","crd":"7891650"}],"ownership":[{"label":"Agellus Capital Holdings LLC","detail":"Managing member in the 75% or more ownership band and a control person, since November 2024."},{"label":"Aiello Private Equity Holdings LLC","detail":"Indirect owner: a member of Agellus Capital Holdings LLC in the 25% to 50% band and a control person, since December 2024.","parent":"Agellus Capital Holdings LLC"},{"label":"Woodcote Park Acpe-1 Holdings LLC","detail":"Indirect owner: a member of Agellus Capital Holdings LLC in the 25% to 50% band and a control person, since November 2024.","parent":"Agellus Capital Holdings LLC"},{"label":"Jeffrey Aiello","detail":"Indirect owner: a member of Aiello Private Equity Holdings LLC in the 75% or more band and a control person, since December 2024.","parent":"Aiello Private Equity Holdings LLC"},{"label":"Harold Thomas","detail":"Indirect owner: a member of Woodcote Park Acpe-1 Holdings LLC in the 25% to 50% band and a control person, since August 2024.","parent":"Woodcote Park Acpe-1 Holdings LLC"},{"label":"Woodcote Park Holdings, LLC","detail":"Indirect owner: a member of Woodcote Park Acpe-1 Holdings LLC in the 50% to 75% band and a control person, since August 2024.","parent":"Woodcote Park Acpe-1 Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Missouri","offices":1,"addresses":[{"street":"7701 Forsyth Boulevard, Suite 350","city":"Clayton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"314-408-5600","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":6},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330152/PDF/330152.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Agellus Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Agellus Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Agellus Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Agellus Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Agellus Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Agellus Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}