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| Happy Holidays!! thanks for using AUM13F!! |
| Intech Investment Management LLC
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| CRD # | 119232 |
| SEC # | 801-60987 |
| CIK # | 0001086318 |
| AUM | $13.4 B (2025-07-22) |
| Employees | 41 (32% Investors, 0% Brokers) |
| Phone | 561-775-1100 |
| Address | 250 S Australian Ave West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 15.0 | ||
| Nvidia Corp | 14.0 | ||
| Amazon Com Inc | 7.7 | ||
| Facebook Inc | 6.3 | ||
| Broadcom Inc | 6.2 | ||
| Apple Inc | 6.2 | ||
| Alphabet Inc | 4.0 | ||
| Lilly Eli & Co | 3.5 | ||
| Mastercard Inc | 3.5 | ||
| Oracle Corp | 2.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Intech US Equity 130/30 Master Fund LP | [2025-07-22] | 150.0 | |
| Other | Intech Global All Country Enhanced Index Fund LLC | [2014-11-06] | 51.1 | 80.6 |
| Other | Intech International Large Cap Core Fund LLC | [2014-03-28] | 34.7 | 32.5 |
| Other | Intech US Broad Equity Plus Fund LLC | [2012-03-29] | 87.9 | 80.6 |
| Other | Intech US Broad Large Cap Growth Fund LLC | [2012-03-29] | 18.2 | 19.5 |
| Other | Intech US Enhanced Plus Fund LLC | [2012-03-29] | 17.1 | 17.7 |
| Other | Intech US Large Cap Growth Fund LLC | [2012-03-29] | 120.9 | 97.9 |
| 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 | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 0.6 |
| (g) Pension and profit sharing plans | 12 | 2.4 |
| (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 | 3.8 |
| (m) Corporations or other businesses not listed above | 8 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 13.4 |
| By Discretionary | ||
| Discretionary | 36 | 13.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 13.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.7 | |
| United States Persons | 7.7 | |
| Total | 36 | 13.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Heidi Hardin | 53 | |||
| Michelle Rosenberg | 41 | |||
| Jesper Nergaard | 40 | |||
| Kristin Mariani | 37 | |||
| Brennan Hughes | 37 | |||
| George Batejan | 36 | |||
| Susan Oh | 31 | |||
| Justin Wright | 29 | |||
| Todd Bitzer | 14 | |||
| Nancy Holden | 26 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001086318] | |
| 13F-NT | [0001086318] |
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