Agile Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 331966
- Registered since
- July 10, 2024
- Custodians
- CIBC WORLD MARKETS CORP., CIBC WORLD MARKETS CORP.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Agile Investment Management, LLC is an institutional-focused investment adviser organized as an LLC and registered with the SEC in 2024. The firm charges fees as a percentage of assets under management and concentrates its advisory work on managing portfolios for pooled investment vehicles and for business or institutional clients. Agile reports no active ESG investing program, does not present itself as a capital allocator, and is not identified as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds60%
- Non-Investment Grade Corp Bonds10%
- Exchange Traded Equities7%
- Sovereign Bonds7%
- Private Funds6%
Owners & executives
1 of 1Kai Sotorp
CEOCRD 2099440
Contacts
1 of 1Daniel Janis
Co-Founder & PresidentCRD 2120622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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