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| Intech Investment Management LLC
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| |
|---|---|
| CRD # | 119232 |
| SEC # | 801-60987 |
| CIK # | 0001086318 |
| AUM | $8.8 BB (2024-07-12) |
| Employees | 48 (33% Investors, 4% Brokers) |
| Phone | 561-775-1100 |
| Address | 250 S Australian Ave West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 13.6 | |
| NVDA | 399.6 | 11.5 | |
| AAPL | 2,382.8 | 7.2 | |
| AMZN | 1,093.0 | 6.0 | |
| META | 434.9 | 5.7 | |
| GOOG | 1,482.6 | 5.5 | |
| LLY | 301.8 | 4.0 | |
| MA | 309.6 | 3.3 | |
| UNH | 477.0 | 2.7 | |
| ORCL | 182.8 | 2.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Intech Global All Country Enhanced Index Fund LLC | [2014-11-06] | 51.1 | 75.3 |
| Other | Intech International Large Cap Core Fund LLC | [2014-03-28] | 50.0 | 32.1 |
| Other | Intech US Broad Equity Plus Fund LLC | [2012-03-29] | 199.3 | 68.8 |
| Other | Intech US Broad Large Cap Growth Fund LLC | [2012-03-29] | 13.3 | 15.0 |
| Other | Intech US Enhanced Plus Fund LLC | [2012-03-29] | 75.6 | 26.1 |
| Other | Intech US Large Cap Growth Fund LLC | [2012-03-29] | 87.9 | 95.4 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 1 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 0.6 |
| (g) Pension and profit sharing plans | 17 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 3 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.3 |
| (m) Corporations or other businesses not listed above | 14 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 47 | 8.8 |
| By Discretionary | ||
| Discretionary | 47 | 8.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 47 | 8.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.8 | |
| United States Persons | 4.0 | |
| Total | 47 | 8.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Heidi Hardin | 53 | |||
| Jesper Nergaard | 40 | |||
| Michelle Rosenberg | 40 | |||
| Brennan Hughes | 37 | |||
| Kristin Mariani | 37 | |||
| George Batejan | 36 | |||
| Susan Oh | 31 | |||
| Justin Wright | 29 | |||
| Todd Bitzer | 14 | |||
| Nancy Holden | 26 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001086318] | |
| 13F-NT | [0001086318] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Impax Asset Management LLC
✚
|
NH | 9.1 |
|
FIL Investment Advisors
✚
|
9.0 | |
|
Foresight Group LLP
✚
|
9.0 | |
|
Atria Investments Inc
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|
NC | 8.8 |
|
SLR Capital Partners LLC
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|
NY | 8.7 |
|
Krane Funds Advisors LLC
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|
NY | 8.7 |
|
Highmark Capital Management Inc
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|
CA | 8.7 |
|
Apollo Credit Management LLC
✚
|
NY | 8.6 |
|
FS Real Estate Advisor LLC
✚
|
PA | 8.5 |
|
Altrinsic Global Advisors LLC
✚
|
CT | 8.5 |