Data / Investment advisers / Wisconsin / Intrinsic Investors LLC
Intrinsic Investors LLC, Wauwatosa, WI: $129 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Intrinsic Investors LLC is an SEC registered investment adviser with its main office in Wauwatosa, Wisconsin and reports $129 million in regulatory assets under management in its Form ADV filed January 14, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
The request: Watch Intrinsic Investors LLC (CRD number 111968): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111968
- SEC file number
- 801-116734
- SEC status
- Approved, effective June 3, 2019
- Main office
- 1200 N Mayfair Rd Suite 330, Wauwatosa, WI 53226
- Phone
- (414) 831-5700
- Regulatory AUM
- $129,418,311 in the Form ADV filed January 14, 2026
- Discretionary AUM
- $129,418,311
- Accounts
- 383
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 14, 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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $88.1 million |
| Individuals (other than high net worth individuals) | 122 | $41.3 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 of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $129.4 million | January 14, 2026 |
| December 1, 2025 | $124.5 million | January 17, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Coordinated Capital Securities, Inc. | Fort Atkinson | $136.8 million | Not listed | adviserinfo.sec.gov |
| Central Wealth Management LLC | Madison | $136.8 million | Not listed | adviserinfo.sec.gov |
| Kult Wealth Management Group, LLC | Brookfield | $135.1 million | Not listed | adviserinfo.sec.gov |
| Lasalle Investment Advisors, Inc. | Pewaukee | $133.6 million | Not listed | adviserinfo.sec.gov |
| Jansen Wealth Management LLC | Altoona | $132.3 million | Not listed | adviserinfo.sec.gov |
| Capital Wealth Advisors, LTD. | West Bend | $126.1 million | Not listed | adviserinfo.sec.gov |
| Breakthru Advisory Services, LLC | Muskego | $125.7 million | Not listed | adviserinfo.sec.gov |
| Coast Advisory LLC | East Troy | $122.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Intrinsic Investors LLC on the SEC's adviser search
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.