Intentional Asset Management

Overview

Intentional Asset Management is a newly formed limited liability company that registered with the SEC in 2024 and positions itself as an “other fund provider” serving institutional clients. The firm focuses on portfolio management for pooled investment vehicles and for businesses or institutions, and also offers educational seminars and workshops. It acts in sponsor/GP/managing-member roles for pooled vehicles rather than operating as a traditional capital allocator. Fee arrangements combine a percentage-of-AUM charge with performance-based fees, and the firm identifies as an active ESG investor.

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Location & Offices