Overview
Assets Under Management: $129 million
Headquarters: WAUWATOSA, WI
High-Net-Worth Clients: 34
Average Client Assets: $2.6 million
Frequently Asked Questions
INTRINSIC INVESTORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111968), INTRINSIC INVESTORS LLC is subject to fiduciary duty under federal law.
INTRINSIC INVESTORS LLC is headquartered in WAUWATOSA, WI.
INTRINSIC INVESTORS LLC serves 34 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, INTRINSIC INVESTORS LLC offers portfolio management for individuals. View all service details ↓
INTRINSIC INVESTORS LLC manages $129 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, INTRINSIC INVESTORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.11%
Average Client Assets: $2.6 million
Total Client Accounts: 383
Discretionary Accounts: 383
Regulatory Filings
CRD Number: 111968
Filing ID: 2040457
Last Filing Date: 2026-01-14 14:37:28