Intrinsic Investors LLC
● SEC registered since 2019CRD 111968SEC# 801-116734Wauwatosa, WI
Reg. AUM
$129.4M
Employees
4
Accounts
383
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 $129.4 million in regulatory assets under management and employs 4 people.
Intrinsic Investors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Paul Shea Control | Member | 25-50% | 1999 |
| Dawn Marie Williams Control | Member | 25-50% | 1999 |
| William Meredith Fons Control | Chief Compliance Officer | 25-50% | 1999 |
Frequently asked questions
How much does Intrinsic Investors LLC manage?
Intrinsic Investors LLC reports $129.4 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
| Address | 1200 N Mayfair Rd, Suite 330, Wauwatosa, WI 53226 |
| Phone | 414-831-5700 |
| Fax | 414-831-5799 |
| Office hours | 8:00 a.m. - 4:30 p.m. Central |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129.4M▲ 4%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$129.4Mregulatory AUM
Discretionary $129.4M