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Data / Investment advisers / Florida / Intech

Intech, West Palm Beach, FL: $15.5 billion AUM, SEC registered investment adviser

Intech is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $15.5 billion in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include corporations and other businesses, sovereign wealth funds and foreign official institutions and pension and profit sharing plans. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 5 private funds.

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Registration
SEC registered investment adviser
CRD number
119232
SEC file number
801-60987
SEC status
Approved, effective February 28, 2002
Legal name
Intech Investment Management LLC
Main office
250 S. Australian Ave Suite 1700, West Palm Beach, FL 33401
Phone
(561) 775-1100
Regulatory AUM
$15,469,008,991 in the Form ADV filed March 23, 2026
Discretionary AUM
$15,469,008,991
Accounts
32
Employees
41, of which 11 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees, other fees
Private funds
5: 4 other private funds, 1 hedge fund
Gross assets of private funds
$451,951,838
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 23, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Corporations or other businesses6$6.15 billion
Sovereign wealth funds and foreign official institutionsFewer than 5$5.34 billion
Pension and profit sharing plans10$1.74 billion
Investment companies3$802.1 million
Pooled investment vehicles7$730.1 million
State or municipal government entitiesFewer than 5$699.6 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$15.47 billionMarch 23, 2026
December 1, 2025$13.37 billionJuly 22, 2025

Other advisers in West Palm Beach

AdviserCityAUMPrivate fundsSource
Elliott Investment Management L.P.West Palm Beach$128.62 billion13adviserinfo.sec.gov
Sanders Capital, LLCWest Palm Beach$122.18 billion3adviserinfo.sec.gov
Smartx Advisory SolutionsWest Palm Beach$26.99 billionNot listedadviserinfo.sec.gov
Comvest Credit Advisors, LLCWest Palm Beach$9.25 billion12adviserinfo.sec.gov
Gramercy Funds Management LLCWest Palm Beach$8.69 billion43adviserinfo.sec.gov
FacetWest Palm Beach$8.69 billionNot listedadviserinfo.sec.gov
Prospect Capital Management L.P.West Palm Beach$6.64 billionNot listedadviserinfo.sec.gov
Rivernorth Capital Management, LLCWest Palm Beach$6.17 billion5adviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.