Firm Description and History Agilis Partners LLC (“Agilis” or the “Advisor”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) with its principal place of business located in Waltham, Massachusetts. This Brochure provides detailed information about the business of Agilis. If you have any questions about the Advisor or any of its businesses, please see the contact information on the cover of this Brochure. For more information about our investment management team please consult the Brochure Supplement. Business Structure The Advisor was established in 2000 as a Delaware limited liability company. The Advisor is a wholly- owned subsidiary of Agilis Holding Company LLC, which acquired the Advisor from a subsidiary of River and Mercantile Group ltd (“RMG”) in August 2022. The principal owners of Agilis Holding Company LLC are senior officers of the Advisor. The Advisor provides investment advisory services to institutional investors as described in Item 7 below. The Advisor is also the investment manager of a Collective Investment Trust for ERISA plans for whom a non-affiliated trust company acts as trustee. The Advisor has an affiliated entity in the United Kingdom, Agilis Capital Management Limited (“Agilis UK”), that is an appointed representative of Kroll Securities Ltd., which is authorised and regulated by the Financial Conduct Authority (the “FCA”). Agilis UK plans to manage a Macro Opportunities strategy via a private investment company which will be offered to qualified investors pursuant to separate limited offering document. Strategy and Objectives Agilis provides investment advisory services to institutional investors, such as pension plans and insurance companies, as well as actuarial consulting and plan administration services to pension plans. The Advisor may allocate client assets among various investment managers used by other clients of the Advisor. This may lead to a conflict with respect to allocating client assets among managers where capacity is limited. The Advisor is not obligated to seek additional capacity from the investment manager and will seek a comparable

or similar strategy of a different manager if capacity is unavailable for a client. The Advisor may assist clients with developing investment objectives and an asset allocation strategy, and by providing portfolio structure analysis and asset rebalancing. However, the final decision regarding the strategic asset allocation typically remains with the client. Client investments are not limited to any specific product or service offered by a broker-dealer, insurance company, or other financial services company and primarily consist of mutual funds, U.S. Treasury obligations, exchange traded funds (“ETFs”), collective investment trusts and over-the-counter derivative contracts. Agilis UK plans to work with clients to establish investment guidelines and manage portfolios in accordance with these guidelines. Guidelines may incorporate reasonable restrictions such as country of domicile, industry sectors or exclusions of specific securities. Clients should be aware of investment and other risks, restrictions on withdrawals and other information relevant to their investment. Tailored Advisory Services Agilis advisory services are tailored to the unique needs of our clients. The Advisor provides customized discretionary and non-discretionary investment management services. The Advisor manages both pre- defined, or “model”, as well as fully-customized investment strategies that differ by risk and potential return characteristics. Agilis’ investment strategies employ multiple underlying managers and investment strategies to provide the desired diversification and risk characteristics. Agilis is also a provider of structured equity and liability driven investments to institutional investors, offering a customized approach that endeavors to be affordable and transparent. Wrap Fee Programs Wrap fee programs charge comprehensive fees that cover both portfolio management and brokerage services. The Advisor does not participate in wrap fee programs. Assets Under Management As of June 30, 2023, the Advisor had approximately $1 billion in discretionary assets under management and approximately $5.5 billion in non-discretionary assets under management.