Agilis Holding Company LLC

Privacy Notice Statement

Agilis Holding Company LLC (“Agilis”) respects the privacy and confidentiality of all client information. While the US Securities Exchange Commission’s privacy rule, Regulation S-P, requires investment advisors to issue initial and annual privacy notices only to “consumers” or “customers” that are individuals, Agilis considers privacy to be important to all types of clients. Maintaining your trust and confidence is one of our highest priorities and therefore we have implemented strict privacy procedures. We provide this brief description of our privacy practices to share with our current and prospective customers the types of information we collect and how we use it.

Maintaining the confidentiality of the personal information of our current and prospective customers is very important to Agilis. This privacy notice sets forth the type of information we collect, how that information is used by us and shared with others, and how we protect your information.

Regulation S-P places an affirmative obligation on investment advisors to ensure the security and confidentiality of nonpublic personal information, which is defined as personally identifiable financial information, obtained in any of the following ways:

  • Information supplied by the client
  • Information resulting from transactions
  • Information obtained in providing products or services

Agilis may come in contact with nonpublic personal information about participants in client’s retirement plan(s) such as name, address, email address, social security number, birth date, annual income and marital status. We will also collect information about you when visiting our website. We may use so-called ‘cookies’ to track the amount of time you spend on our website, the parts of our website you visit and other technical information. We use this information to improve the functionality of our website.

Agilis does not disclose nonpublic personal information to third parties except as permitted by you or permitted by law.

Agilis has procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files and strict confidentiality policies that apply to all firm personnel. Agilis maintains physical, electronic and procedural safeguards to ensure the security of nonpublic personal information which include, for example, firewall hardware for protection of our computer network, anti-virus and server security software, locked physical client file storage, restricted access to our computer files containing client information, certified information destruction and card entry to our office suites.



The information on this page sets out the terms and conditions (the “Terms and Conditions”) that govern your use of and access to this website Access to the website is offered subject to your acceptance of these Terms and Conditions in their entirety and by using the website you confirm that you accept and agree to be bound by these Terms and Conditions.

The website is operated by Agilis Holding Company LLC on behalf of itself and its subsidiaries (collectively, Agilis or we/us/our).

Company and contact information

Agilis Holding Company LLC is a limited liability company registered in Delaware and has its registered office at 130 Turner Street, Bldg. 3, Suite 510, Waltham, MA 02453.

Agilis Holding Company LLC has two operating subsidiaries:

  • Agilis Partners LLC is registered in Delaware and has its registered office at 130 Turner Street, Bldg. 3, Suite 510, Waltham, MA 02453; and
  • Agilis Capital Management Limited is registered in the United Kingdom (Company Number 13970033) and has its registered address at 1 Elsenham Street, London SW18 5NU United Kingdom.

If you have any inquiries in relation to this website or the information on it, please contact us by email at

The website and the nature of its information

The website and the information contained on it are provided for general information purposes only and do not constitute advice of any kind on which you should rely, or a recommendation to buy or sell any product, service or investments. Products or services mentioned on this website are subject to their own terms and legal and regulatory requirements and may not be available or appropriate for persons in all jurisdictions. The products and services are not available to persons in any jurisdiction where Agilis is not registered or authorized to engage in any investment business or activity requiring registration or authorization. If you choose to access information on this website it is your responsibility to comply with applicable local, national or international laws.

Nothing on this website should be construed as financial, investment, tax, legal or other advice.

This Website contains information for professional investors only. This Website and its contents may not be distributed to, entered by or relied upon by individual investors.

If you are uncertain as to whether you are an individual investor you should seek independent advice. Neither the website nor any of its contents takes into account your personal objectives, financial situation or needs, or the suitability of any content for you.

If you are a professional investor, please click below to continue to the website.