Agile Investment Management, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 1
- Avg AUM / client
- $1.2B
- Accounts
- 2
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $1.2B | 100.0% |
| Other | 0 | $0 | — |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Janis, Daniel, S | Cio | Jun 2024 (2y) | 50% – 75% | |
| Sotorp, Kai, Reiner | Ceo | Jun 2024 (2y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Canadian Imperial Bank Of Commerce $1.2B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗