Agile Investment Management, LLC
● SEC registered since 2024CRD 331966SEC# 801-130611
Reg. AUM
$1.17B
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 $1.2 billion in regulatory assets under management and employs 6 people.
Agile Investment Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel S Janis Control | Cio | 50-75% | 2024 |
| Kai Reiner Sotorp Control | Ceo | 50-75% | 2024 |
| Kai Reiner Sotorp Control | Cco | 50-75% | 2024 |
Frequently asked questions
How much does Agile Investment Management, LLC manage?
Agile Investment Management, LLC reports $1.2 billion 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
| Phone | 917-969-8982 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 331996 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.17B▲ 56%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.17Bregulatory AUM
Discretionary $1.17B