Intrack Investment Management, Inc.
● SEC registered since 2014CRD 106450SEC# 801-79488South Burlington, VT
Reg. AUM
$275.7M
Employees
4
Accounts
590
Location
South Burlington, VT
Intrack Investment Management, Inc. assets under management
Intrack Investment Management, Inc. operates as an SEC-registered investment adviser based in South Burlington, VT. The firm has been registered since 2014. It reports $275.7 million in regulatory assets under management and employs 4 people.
Intrack Investment Management, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Carter Peltzer Control | Partner And Portfolio Manager | Under 5% | 2015 |
| Lenore Salemme Sopher | Treasurer/Secretary | Under 5% | 2003 |
| Matthew D. Johnson Control | Partner And Portfolio Manager | 10-25% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Intrack Investment Management, Inc. manage?
Intrack Investment Management, Inc. reports $275.7 million in regulatory assets under management on its Form ADV.
How many employees does Intrack Investment Management, Inc. have?
Intrack Investment Management, Inc. reports 4 employees.
Where is Intrack Investment Management, Inc. located?
Intrack Investment Management, Inc. is based in South Burlington, VT and has been SEC-registered since 2014.
Does Intrack Investment Management, Inc. disclose fund performance?
Intrack Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403 |
| Phone | 802-658-0625 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1847343 |
| Discloses disciplinary history | No |
Regulatory AUM
$275.7M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$275.7Mregulatory AUM
Discretionary $275.7M