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| Intech Investment Management LLC
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|---|---|
| CRD # | 119232 |
| SEC # | 801-60987 |
| CIK # | 0001086318 |
| AUM | 15.5 B (2026-03-23) |
| Employees | 41 (27% Investors, 2% Brokers) |
| Phone | 561-775-1100 |
| Address | 250 S Australian Ave West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 15.1 | ||
| Microsoft Corp | 9.3 | ||
| Apple Inc | 7.2 | ||
| Alphabet Inc | 7.0 | ||
| Amazon Com Inc | 6.9 | ||
| Broadcom Inc | 6.2 | ||
| Lilly Eli & Co | 4.1 | ||
| Facebook Inc | 4.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.7 | ||
| Astrazeneca PLC | 2.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Intech US Equity 130/30 Master Fund LP | [2025-07-22] | 150.0 M | 256.9 M |
| Other | Intech Global All Country Enhanced Index Fund LLC | [2014-11-06] | 88.2 M | 80.6 M |
| Other | Intech International Large Cap Core Fund LLC | [2014-03-28] | 50.0 M | 44.2 M |
| Other | Intech US Broad Equity Plus Fund LLC | [2012-03-29] | 233.3 M | 81.2 M |
| Other | Intech US Broad Large Cap Growth Fund LLC | [2012-03-29] | 422.4 M | 25.1 M |
| Other | Intech US Enhanced Plus Fund LLC | [2012-03-29] | 707.5 M | 17.7 M |
| Other | Intech US Large Cap Growth Fund LLC | [2012-03-29] | 909.7 M | 44.5 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 0.7 |
| (g) Pension and profit sharing plans | 10 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 5.3 |
| (m) Corporations or other businesses not listed above | 6 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 32 | 15.5 |
| By Discretionary | ||
| Discretionary | 32 | 15.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 32 | 15.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.7 | |
| United States Persons | 8.8 | |
| Total | 32 | 15.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Heidi Hardin | 53 | 6 | ||
| Michelle Rosenberg | 42 | 4 | ||
| Jesper Nergaard | 40 | 4 | ||
| Brennan Hughes | 37 | 4 | ||
| Kristin Mariani | 37 | 4 | ||
| George Batejan | 36 | 4 | ||
| Susan Oh | 31 | 4 | ||
| Justin Wright | 29 | 4 | ||
| Todd Bitzer | 14 | 4 | ||
| Nancy Holden | 26 | 3 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001086318] | |
| 13F-NT | [0001086318] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $46.6B |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 549300IHCQQQIUHBBK18 |
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