# AGILI, P.C.

AGILI, P.C. of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 107664
- Type: SEC-registered investment adviser
- SEC file number: 801-43264
- Location: 1806 SUMMIT AVENUE, SUITE 100, RICHMOND, VA, 23230
- Phone: 804-358-2702
- Latest filing: 2024-03-26
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $12.3M
- Clients: 21
- Accounts: 2,179

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| JOYCE MICHAEL | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| PAYNE JACK EVERETT | CHIEF INVESTMENT OFFICER | — |
| Joyce Cynthia | CHIEF OPERATING OFFICER | — |
| Ott Amber | CHIEF COMPLIANCE OFFICER | — |
| MALONE JAMIE LEE | PRINCIPAL, FINANCIAL STRATEGIST | — |
| FALCO MARILEE ANNE | PRINCIPAL, FINANCIAL STRATEGIST | — |
| Nguyen Van | PRINCIPAL, CLIENT SERVICES MANAGER; PRINCIPAL, DIRECTOR OF CLIENT SERVICES | — |


## Private funds (2)

Mix: Other Private Fund 1 · Securitized Asset Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MJA SPECIAL OPPORTUNITIES FUND, LP | Other Private Fund | — | 56 | $14.1M | $100K |
| MJA INNOVATIVE INCOME FUND, LP | Securitized Asset Fund | — | 28 | $135K | $100K |


## Fund service providers (1)

- administrator: FLEMING FUND SERVICES — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107664/similar
- Related entities: https://search.stillhousedata.com/firm/107664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107664

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.