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Agile Investment Management, LLC

● SEC registered since 2024CRD 331966SEC# 801-130611
Export (members)
Reg. AUM
$746.4M
Employees
6
Accounts
2
Location

Agile Investment Management, LLC assets under management

Agile Investment Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $746.4 million in regulatory assets under management and employs 6 people.

Agile Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Daniel S Janis ControlCio50-75%2024
Kai Reiner Sotorp ControlCeo50-75%2024
Kai Reiner Sotorp ControlCco50-75%2024

Frequently asked questions

How much does Agile Investment Management, LLC manage?

Agile Investment Management, LLC reports $746.4 million in regulatory assets under management on its Form ADV.

How many employees does Agile Investment Management, LLC have?

Agile Investment Management, LLC reports 6 employees.

Does Agile Investment Management, LLC disclose fund performance?

Agile Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone917-969-8982
Office hours9a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
CIK331996
Discloses disciplinary historyNo

Assets under management

Discretionary$746.4M
Non-discretionary$0
Total (RAUM)$746.4M