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AGILE INVESTMENT MANAGEMENT, LLC

SEC Registered

We don't predict the future—we manage risk.

, https://agileim.com917-969-8982
Assets Under Management
$1B–$5B
Employees
6
Office Locations
1 office
Total Accounts
2

About the firm

Agile Investment Management LLC focuses on identifying and managing key risks across global interest rates, foreign exchange rates, credit, and liquidity, using tactical hedging to protect portfolios and deliver consistent, strong risk-adjusted performance. The firm aims to generate strong, consistent returns by investing in a diversified portfolio of global government bonds, corporate debt, and high-yield securities, including emerging markets. Agile's investment team consists of award-winning professionals with a combined 100 years of experience in global markets.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Fixed IncomeGlobal BondsCreditCurrency ManagementInterest RatesLiquidityRisk ManagementEmerging MarketsHigh-yieldTactical HedgingPortfolio Management

Services

Agile offers managed funds (iAClarington Core Plus Bond Fund and iAClarington Agile Global Total Return Income Fund) and investment management services spanning credit, currency (active FX management), interest rates, and liquidity. Their process includes global macroeconomic analysis, sector views, bottom-up analysis, interest rate and currency strategy, portfolio construction, and continuous monitoring.

Who they serve

Client segmentClientsAssets managed
Pooled Investment Vehicles0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies1
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Kai Reiner Sotorp
CEO
Daniel S Janis
CIO
Kai Reiner Sotorp
CCO

Office locations

1 office in 1 states
HQ

Regulatory & compliance

CRD number
#331966
SEC Number
801-130611
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $50,000,000
Asset tierAnnual rate
Agile Global Multi Sector Opportunities - First $50M0.35%
Agile Global Multi Sector Opportunities - $50M to $200M0.30%
Agile Global Multi Sector Opportunities - Above $200M0.25%
Agile Global Multi Sector Ultra - AUM fee1.00%

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AGILE INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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