AGILE INVESTMENTS

Overview

Agile Investments is a small, owner-operated registered investment adviser organized as a limited liability company that focuses on portfolio management for high-net-worth individuals, families and small businesses. The firm uses a mix of fee models — percentage of assets under management, hourly billing and fixed fees — which allows flexibility across client engagements. Agile favors pooled public vehicles for the bulk of client exposure while also participating in private real estate strategies through third‑party managers and by sponsoring or serving as general partner/managing member of pooled investment vehicles. The firm does not position itself as an ESG investor and appears to operate primarily within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices