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CEO · Agile Investment Management, LLC

Kai R. Sotorp

CRD 2099440 · Named on Form ADV at one SEC-registered adviser

At a glance

Agile Investment Management, LLC, an SEC-registered asset manager with $1.2 billion in regulatory assets, lists Kai R. Sotorp on its Form ADV as CEO, a control person.

Firms and roles

AtlasMembers

Kai’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kai’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.