|
⚲
|
| Keyboard |
| Intech Investment Management LLC
✚
|
|
|---|---|
| CRD # | 119232 |
| SEC # | 801-60987 |
| CIK # | 0001086318 |
| AUM | 15.47 B (2026-03-23) |
| Employees | 41 (27% Investors, 2% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Filed 2025-07-16 (D) · Exemption 506(b) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Intech Global All Country Enhanced Index Fund LLC | [2014-11-06] | 51.1 M | 80.6 M |
| Filed 2014-07-16 (D/A) · Exemption 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Intech International Large Cap Core Fund LLC | [2014-03-28] | 34.7 M | 44.2 M |
| Filed 2024-10-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Intech US Broad Equity Plus Fund LLC | [2012-03-29] | 87.9 M | 81.2 M |
| Filed 2024-10-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Intech US Broad Large Cap Growth Fund LLC | [2012-03-29] | 18.2 M | 25.1 M |
| Filed 2024-10-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Intech US Enhanced Plus Fund LLC | [2012-03-29] | 1,941.1 M | 17.7 M |
| Filed 2025-07-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Intech US Large Cap Growth Fund LLC | [2012-03-29] | 120.9 M | 44.5 M |
| Filed 2024-10-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 53 | 6 | |
| Michelle Rosenberg | Executive Officer | 42 | 4 | |
| Jesper Nergaard | Executive Officer | 40 | 4 | |
| Brennan Hughes | Executive Officer | 37 | 4 | |
| Kristin Mariani | Executive Officer | 37 | 4 | |
| George Batejan | Executive Officer | 36 | 4 | |
| Susan Oh | Executive Officer | 31 | 4 | |
| Justin Wright | Executive Officer | 29 | 4 | |
| Todd Bitzer | Executive Officer | 14 | 4 | |
| Nancy Holden | Executive Officer | 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Freestone Grove Partners LP
✚
|
CA | 16.48 B |
|
RA Capital Management LP
✚
|
MA | 16.40 B |
|
O'Connor Alternative Investments LLC
✚
|
NY | 16.37 B |
|
Varde Management LP
✚
|
NY | 16.13 B |
|
Whitebox Advisors LLC
✚
|
MN | 15.74 B |
|
Soroban Capital Partners LP
✚
|
NY | 15.67 B |
|
Weiss Asset Management LP
✚
|
MA | 15.56 B |
|
Wolverine Asset Management LLC
✚
|
IL | 14.83 B |
|
Pharo Management Inc
✚
|
NY | 14.62 B |
|
PAAMCO Prisma LLC
✚
|
CA | 14.45 B |