Agile Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 331966
- Registered since
- July 10, 2024
- Custodians
- 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 registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves institutional clients, with advisory mandates that include portfolio management for pooled investment vehicles and for businesses or institutions. Compensation is charged as a percentage of assets under management. Agile does not position itself as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity on its profile.
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 Bonds46%
- Non-Investment Grade Corp Bonds25%
- Sovereign Bonds12%
- Exchange Traded Equities6%
- US Government Bonds5%
Owners & executives
1 of 1Kai Sotorp
CEOCRD 2099440
Contacts
2 of 2Daniel Janis
Co-Founder & PresidentCRD 2120622
Chetram Persaud
CCOCRD 2655607
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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