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INTECH
Legal name: INTECH INVESTMENT MANAGEMENT LLC
CRD 119232File 801-60987
APPROVED
Custody
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.47B
Top 10% of cohort (national)
Discretionary AUM
$15.47B
Clients
26
32 accounts
Employees
41
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 28, 2002
- Principal office
- 250 S. AUSTRALIAN AVE, SUITE 1700, WEST PALM BEACH, FL, 33401
- Phone
- (561) 775-1100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.47B
- Discretionary AUM
- $15.47B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 32
- Non-discretionary accounts
- 0
- Total accounts
- 32
- AUM per client
- $595.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $6.15B |
| Non-U.S. persons | Fewer than 5 | $5.34B |
| Investment companies | 3 | $802.1M |
| Pooled investment vehicles | 7 | $730.1M |
| Pension and profit sharing plans | 10 | $1.74B |
| State or municipal government entities | Fewer than 5 | $699.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NON-FEE PAYING ACCOUNTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.