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Intrinsic Investors LLC

● SEC registered since 2019CRD 111968SEC# 801-116734Wauwatosa, WI
Export (members)
Reg. AUM
$124.5M
Employees
4
Accounts
397
Location
Wauwatosa, WI

Intrinsic Investors LLC assets under management

Intrinsic Investors LLC is an SEC-registered investment adviser based in Wauwatosa, WI. The firm has been registered since 2019. It reports $124.5 million in regulatory assets under management and employs 4 people.
www.facebook.com/intrinsic-investors-265459967151906View on SEC.gov ↗

Intrinsic Investors LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher Paul Shea ControlMember25-50%1999
Dawn Marie Williams ControlMember25-50%1999
William Meredith Fons ControlChief Compliance Officer25-50%1999

Frequently asked questions

How much does Intrinsic Investors LLC manage?

Intrinsic Investors LLC reports $124.5 million in regulatory assets under management on its Form ADV.

How many employees does Intrinsic Investors LLC have?

Intrinsic Investors LLC reports 4 employees.

Where is Intrinsic Investors LLC located?

Intrinsic Investors LLC is based in Wauwatosa, WI and has been SEC-registered since 2019.

Does Intrinsic Investors LLC disclose fund performance?

Intrinsic Investors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 N Mayfair Rd, Suite 330, Wauwatosa, WI 53226
Phone414-831-5700
Fax414-831-5799
Office hours8:00 a.m. - 4:30 p.m. Central
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$124.5M
Non-discretionary$0
Total (RAUM)$124.5M