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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

AGELLUS CAPITAL, LLC

CRD 330152

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5841d70-c033-17f8-3aac-fbbe04da6d24

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 2
Observed: Mar 26, 2024 to Mar 30, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Agellus Capital, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Agellus Capital, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $508MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $508M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6
Private funds: 6Schedule D 7.B(1)
Custody, client assets: $201M
SEC number: 801-129997
CRD: 330152
Filings on the tape: 8
First filed: Mar 26, 2024
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
AGELLUS PRIVATE EQUITY FUND I-A, LP	Private Equity Fund	$209M	Dec 11, 2024	7	Mar 26, 2024	reported	021-51195801
AGELLUS PRIVATE EQUITY FUND I, LP	Private Equity Fund	$201M	Dec 11, 2024	36	Mar 26, 2024	reported	021-511958

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AGELLUS CAPITAL HOLDINGS LLC	MANAGING MEMBER	E	yes	11/2024	Dec 11, 2024	Dec 11, 2024
AIELLO PRIVATE EQUITY HOLDINGS LLC	Member	C	yes	12/2024	Dec 11, 2024	Dec 11, 2024
AIELLO, JEFFREY, R	Member	E	yes	12/2024	Mar 26, 2024	Dec 11, 2024
AIELLO, JEFFREY, R	MANAGING PARTNER	Na	yes	01/2024	Mar 26, 2024	Dec 11, 2024
THOMAS, HAROLD, JR.	MANAGING PARTNER	Na	yes	03/2024	Mar 26, 2024	Dec 11, 2024
THOMAS, HAROLD, JR.	Member	C	yes	08/2024	Mar 26, 2024	Dec 11, 2024
WOODCOTE PARK ACPE-1 HOLDINGS LLC	Member	C	yes	11/2024	Dec 11, 2024	Dec 11, 2024
WOODCOTE PARK HOLDINGS, LLC	Member	D	yes	08/2024	Dec 11, 2024	Dec 11, 2024
ZERMAN, MARGARET, PARKS	VICE PRESIDENT, FINANCE / CHIEF COMPLIANCE OFFICER	Na	yes	07/2024	Aug 22, 2024	Dec 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AGELLUS PRIVATE EQUITY FUND I GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$508M	$508M	12	11	0	6	n/a
2024	Mar 31, 2025	$438M	$438M	11	10	0	4	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$508M	$438M	16.0%	n/a	n/a	12	11	0	0

Relationships

Advises (2)

→ AGELLUS PRIVATE EQUITY FUND I-A, LPPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV
→ AGELLUS PRIVATE EQUITY FUND I, LPPrivate fundPrivate Equity Fund, IA
Mar 26, 2024 to presentfactForm ADV

Controls (7)

← AIELLO, JEFFREY, ROwnerMEMBER, ownership code E, individual
Mar 26, 2024 to Dec 11, 2024factForm ADV
← THOMAS, HAROLD, JR.OwnerMEMBER, ownership code C, individual
Mar 26, 2024 to Dec 11, 2024factForm ADV
← ZERMAN, MARGARET, PARKSOwnerVICE PRESIDENT, FINANCE / CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 22, 2024 to Dec 11, 2024factForm ADV
← AGELLUS CAPITAL HOLDINGS LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Dec 11, 2024 to Dec 11, 2024factForm ADV
← AIELLO PRIVATE EQUITY HOLDINGS LLCOwnerMEMBER, ownership code C, domestic entity
Dec 11, 2024 to Dec 11, 2024factForm ADV
← WOODCOTE PARK ACPE-1 HOLDINGS LLCOwnerMEMBER, ownership code C, domestic entity
Dec 11, 2024 to Dec 11, 2024factForm ADV
← WOODCOTE PARK HOLDINGS, LLCOwnerMEMBER, ownership code D, domestic entity
Dec 11, 2024 to Dec 11, 2024factForm ADV

Dated events

Occurred
Aug 22, 2024
Control person joined
Parks Margaret Zerman (Vice President, Finance / Chief Compliance Officer) appeared on Schedule A of Agellus Capital, Llc
Form ADVobserved 5 days ago
Occurred
Mar 26, 2024
First Form ADV filing
Agellus Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f5841d70-c033-17f8-3aac-fbbe04da6d24
First observed: Mar 26, 2024
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AGELLUS CAPITAL, LLC

CRD 330152

CLAYTON, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f5841d70-c033-17f8-3aac-fbbe04da6d24

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

AGELLUS PRIVATE EQUITY FUND I-A, LP

Private Equity Fund

$209M

Dec 11, 2024

Mar 26, 2024

reported

021-51195801

AGELLUS PRIVATE EQUITY FUND I, LP

Private Equity Fund

$201M

Dec 11, 2024

Mar 26, 2024

reported

021-511958

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AGELLUS CAPITAL HOLDINGS LLC

MANAGING MEMBER

yes

11/2024

Dec 11, 2024

AIELLO PRIVATE EQUITY HOLDINGS LLC

Member

yes

12/2024

Dec 11, 2024

AIELLO, JEFFREY, R

Member

yes

12/2024

Mar 26, 2024

Dec 11, 2024

AIELLO, JEFFREY, R

MANAGING PARTNER

yes

01/2024

Mar 26, 2024

Dec 11, 2024

THOMAS, HAROLD, JR.

MANAGING PARTNER

yes

03/2024

Mar 26, 2024

Dec 11, 2024

THOMAS, HAROLD, JR.

Member

yes

08/2024

Mar 26, 2024

Dec 11, 2024

WOODCOTE PARK ACPE-1 HOLDINGS LLC

Member

yes

11/2024

Dec 11, 2024

WOODCOTE PARK HOLDINGS, LLC

Member

yes

08/2024

Dec 11, 2024

ZERMAN, MARGARET, PARKS

VICE PRESIDENT, FINANCE / CHIEF COMPLIANCE OFFICER

yes

07/2024

Aug 22, 2024

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AGELLUS PRIVATE EQUITY FUND I GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$508M

n/a

2024

Mar 31, 2025

$438M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$508M

$438M

16.0%

n/a