AdFi
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AGIS MANAGEMENT LLC

SEC Registered

Providing Investment Access to Farmland for Institutional Investors

CLEARWATER, FLhttps://agiscapital.com617-350-9894
Assets Under Management
$100M–$500M
Employees
16
Office Locations
3 offices
Total Accounts
2

About the firm

AgIS Capital is an employee-owned firm that offers sophisticated institutional investors a disciplined, private equity-like approach to agricultural investing. The firm invests in croplands and makes private equity and debt investments in associated commodity processing assets further up the agricultural value chain.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Farmland InvestingPermanent CropsAgricultural InvestingPrivate EquityInstitutional InvestingCommodity ProcessingWater-rich FarmlandSustainable AgricultureCropland Investment

Services

Farmland investments including fee simple, debt, equity and joint venture structures; private equity and debt investments in commodity processing assets; sourcing and investing in water-rich farmland assets within the permanent crop sector; positioning institutional investors to capitalize on the production, processing, transport and marketing of sustainably-grown commodities.

Who they serve

Institutional investors

Client segmentClientsAssets managed
Pension/Profit Sharing Plans1$237M

2 total clients reported on Form ADV.

Leadership

Jeffrey Alan Conrad
PRESIDENT
Carolyn Marie Bailey
CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
Kenneth Loss Warlick
CHIEF INVESTMENT OFFICER
Jeffrey Alan Conrad
MANAGING MEMBER
Carolyn Marie Bailey
MEMBER
Kenneth Loss Warlick
MEMBER

Office locations

3 offices in 3 states
FL
CLEARWATERHQ
CA
TURLOCK
IA
CLIVE

Regulatory & compliance

CRD number
#172457
SEC Number
801-106537
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $100,000,000 (waivable)

Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AGIS MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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