AGILI, P.C.
CRD #107664 SEC #801-43264 RICHMOND, VA 804-358-2702
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
21
Clients
251
Accounts
2,179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.1B | $1.1B | $12.3M | 21 | 1 |
| Mar 2023 | $972.5M | $969.9M | $2.6M | 19 | 0 |
| Mar 2022 | $1.1B | $1.1B | $1.1M | 19 | 0 |
| Mar 2021 | $884.6M | $884.6M | $0 | 21 | 2 |
| Oct 2020 | $760.6M | $760.6M | $0 | 21 | 0 |
| Jun 2020 | $760.6M | $760.6M | $0 | 21 | 0 |
| Mar 2020 | $760.6M | $760.6M | $0 | 21 | 0 |
| Mar 2019 | $649.6M | $649.6M | $0 | 21 | 0 |
| Nov 2018 | $702.6M | $702.6M | $0 | 21 | 0 |
| May 2018 | $702.6M | $702.6M | $0 | 21 | 0 |
| Mar 2018 | $702.6M | $702.6M | $0 | 21 | 0 |
| Sep 2017 | $612.5M | $612.5M | $0 | 20 | 300 |
| Mar 2017 | $612.5M | $612.5M | $0 | 20 | 300 |
| Mar 2016 | $595.9M | $595.9M | $0 | 18 | 300 |
| Jun 2015 | $571.4M | $571.4M | $0 | 19 | 300 |
| Mar 2015 | $571.4M | $571.4M | $0 | 19 | 300 |
| Nov 2014 | $545.7M | $545.7M | $0 | 18 | 300 |
| Mar 2014 | $545.7M | $545.7M | $0 | 18 | 300 |
| Nov 2013 | $470.5M | $470.5M | $0 | 18 | 200 |
| Apr 2013 | $470.5M | $470.5M | $0 | 18 | 200 |
| Jun 2012 | $433.3M | $349.8M | $83.5M | 11 | 200 |
| Mar 2012 | $433.3M | $349.8M | $83.5M | 11 | 200 |
| Apr 2011 | $424.1M | $345.6M | $78.5M | -- | -- |
| Mar 2011 | $369.7M | $298.7M | $70.9M | -- | -- |
| Mar 2009 | $275.9M | $236.3M | $39.6M | -- | -- |
| Mar 2007 | $287.3M | $259.6M | $27.6M | -- | -- |
| Dec 2006 | $287.3M | $259.6M | $27.6M | -- | -- |
| Mar 2006 | $274.2M | $246.9M | $27.3M | -- | -- |
| Sep 2005 | $247.6M | $220.4M | $27.2M | -- | -- |
| Aug 2004 | $176.2M | $159.5M | $16.6M | -- | -- |
| May 2002 | $67.4M | $67.4M | $0 | 10 | -- |
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.3M
Employees21
Clients1
DateMar 2023
Total AUM$972.5M
Discretionary$969.9M
Non-Disc.$2.6M
Employees19
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.1M
Employees19
Clients0
DateMar 2021
Total AUM$884.6M
Discretionary$884.6M
Non-Disc.$0
Employees21
Clients2
DateOct 2020
Total AUM$760.6M
Discretionary$760.6M
Non-Disc.$0
Employees21
Clients0
DateJun 2020
Total AUM$760.6M
Discretionary$760.6M
Non-Disc.$0
Employees21
Clients0
DateMar 2020
Total AUM$760.6M
Discretionary$760.6M
Non-Disc.$0
Employees21
Clients0
DateMar 2019
Total AUM$649.6M
Discretionary$649.6M
Non-Disc.$0
Employees21
Clients0
DateNov 2018
Total AUM$702.6M
Discretionary$702.6M
Non-Disc.$0
Employees21
Clients0
DateMay 2018
Total AUM$702.6M
Discretionary$702.6M
Non-Disc.$0
Employees21
Clients0
DateMar 2018
Total AUM$702.6M
Discretionary$702.6M
Non-Disc.$0
Employees21
Clients0
DateSep 2017
Total AUM$612.5M
Discretionary$612.5M
Non-Disc.$0
Employees20
Clients300
DateMar 2017
Total AUM$612.5M
Discretionary$612.5M
Non-Disc.$0
Employees20
Clients300
DateMar 2016
Total AUM$595.9M
Discretionary$595.9M
Non-Disc.$0
Employees18
Clients300
DateJun 2015
Total AUM$571.4M
Discretionary$571.4M
Non-Disc.$0
Employees19
Clients300
DateMar 2015
Total AUM$571.4M
Discretionary$571.4M
Non-Disc.$0
Employees19
Clients300
DateNov 2014
Total AUM$545.7M
Discretionary$545.7M
Non-Disc.$0
Employees18
Clients300
DateMar 2014
Total AUM$545.7M
Discretionary$545.7M
Non-Disc.$0
Employees18
Clients300
DateNov 2013
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees18
Clients200
DateApr 2013
Total AUM$470.5M
Discretionary$470.5M
Non-Disc.$0
Employees18
Clients200
DateJun 2012
Total AUM$433.3M
Discretionary$349.8M
Non-Disc.$83.5M
Employees11
Clients200
DateMar 2012
Total AUM$433.3M
Discretionary$349.8M
Non-Disc.$83.5M
Employees11
Clients200
DateApr 2011
Total AUM$424.1M
Discretionary$345.6M
Non-Disc.$78.5M
Employees--
Clients--
DateMar 2011
Total AUM$369.7M
Discretionary$298.7M
Non-Disc.$70.9M
Employees--
Clients--
DateMar 2009
Total AUM$275.9M
Discretionary$236.3M
Non-Disc.$39.6M
Employees--
Clients--
DateMar 2007
Total AUM$287.3M
Discretionary$259.6M
Non-Disc.$27.6M
Employees--
Clients--
DateDec 2006
Total AUM$287.3M
Discretionary$259.6M
Non-Disc.$27.6M
Employees--
Clients--
DateMar 2006
Total AUM$274.2M
Discretionary$246.9M
Non-Disc.$27.3M
Employees--
Clients--
DateSep 2005
Total AUM$247.6M
Discretionary$220.4M
Non-Disc.$27.2M
Employees--
Clients--
DateAug 2004
Total AUM$176.2M
Discretionary$159.5M
Non-Disc.$16.6M
Employees--
Clients--
DateMay 2002
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees10
Clients--