INTRINSIC INVESTORS LLC
Firm details
- Headquarters
- WAUWATOSA, Wisconsin
- CRD number
- 111968
- Registered since
- June 3, 2019
- Website
- www.intrivest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.11%
- Individuals31.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Intrinsic Investors LLC is an independent advisory firm organized as an LLC and registered with the SEC in 2019. The firm provides discretionary portfolio management for individuals, families and small business owners and charges clients on a percentage-of-assets-under-management basis. Investment activity is tilted toward equities, with a clear preference for exchange-traded instruments and separately managed account structures that allow direct equity exposures and customization for client-level objectives. Manager allocation interest is concentrated on liquid public market strategies rather than broad use of external alternative fund managers. The firm does not identify itself as an active ESG investor and is structured for a concentrated retail and family client base rather than institutional pension work. Custodial and operational workflows are built around a single primary custodian, supporting a streamlined custody and reporting setup.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds23%
- Private Funds5%
- Cash & Cash Equivalents4%
Contacts
3 of 4CHRISTOPHER SHEA
Founding MemberCRD 705690
CHAD MELCHER
Sales AssistantCRD 5115141
DAWN WILLIAMS
Founding MemberCRD 2883307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WAUWATOSA, WI
MILWAUKEE
Location
WAUWATOSA, WI
Headquartered in WAUWATOSA, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- MILWAUKEE
- Address
- 1200 N Mayfair Rd
- Time zone
- CT (UTC-6)
- Office locations
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