The AGILE INVESTMENT MANAGEMENT is a privately held investment adviser that advises $1.25Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. AGILE INVESTMENT MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 67.6% over the last 1-years.
The Group has been registered with the SEC for 2.06 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 9 OLD KINGS ROAD SUITE 123 #1072, PALM COAST, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 6 investment and 0 non-investment staff. The total number of Employees increased by 200% over the last 2-years.
Their $1.25Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of Other Investment Advisers clients own $1.17Bn or 93.14% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $85.77mn or 6.86% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Other Investment Advisers and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
AGILE INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.