Intech Investment Management LLC is a large advisory firm based in West Palm Beach. It manages $44.63 billion of regulatory assets for 164 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Colorado, and 20 other states.
Intech Investment Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Intech Investment Management LLC is $44.63 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and $23.13 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Intech Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Intech Investment Management is pension and profit sharing plans with 74 clients and $13.93 billion of assets under management. Among the 10 most similar advisory firms, Intech Investment Management has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $44.19 billion for 160 clients. 30% of the firm’s clients are foreign persons or businesses.
Intech Investment Management also advises several private funds.
The company employs 80 people that are either part- or full-time employees. 34 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Intech Investment Management LLC performs its advisory services is located at 250 S. Australian Ave, West Palm Beach, FL 33401, which is also the mailing address of the firm. An additional office of the firm is in Princeton, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (561)775-1100 or by fax (561)775-6489. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at intechjanus.com and its LinkedIn profile.