# Kotel Investment Management LLC

> Kotel Investment Management LLC is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 325279
- Filed as: KOTEL INVESTMENT MANAGEMENT LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325279
- AdvisorCensus page: https://advisorcensus.com/firm/kotel-investment-management-llc-325279

## Quick answers

**How does Kotel Investment Management LLC report to regulators?**
Kotel Investment Management LLC is an exempt reporting adviser, filing reports since 2023. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 325279.

**Does Kotel Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325279

## From the Form ADV filing

### Firm details
- Reporting since: 2023 (3 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kotelim.com](https://kotelim.com)
- LinkedIn @copmany

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | March 15, 2023 |
| October 2026 | Not reported | Not reported | July 20, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kotel Investment Management LLC (CRD 325279): Form ADV filing data as of October 2026.