Intrinsic Investors LLC
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Overview
Intrinsic Investors LLC operates as a financial advisor company based in Milwaukee, Wisconsin. Intrinsic Investors LLC controls $106.9 million in assets over 432 accounts, placing it in the mid-tier of firms in the nation by assets under management (AUM). Intrinsic Investors LLC has a small group, including 3 financial advisors. Intrinsic Investors LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, equities and bonds.
Intrinsic Investors LLC oversees all of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without needing the client's approval. The company oversees about $247,484 in assets for every client account. The typical advisor at Intrinsic Investors LLC manages around 144 client accounts.
The firm's main office is at 1200 N Mayfair Rd, Milwaukee, Wisconsin 53226. Intrinsic Investors LLC is legally registered to provide services to clients throughout a number of states, including Florida and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Intrinsic Investors LLC by the Numbers
$106.9 million
4
432
$247.5 thousand
Fee Structure
A financial advisor's fees typically are based on which services the firm provides the client. However, fees billed by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 432 accounts, Intrinsic Investors LLC's biggest client by number of accounts is retail investors, though it also manages money for 23 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 12.5%
- Other Individuals - 87.5%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Intrinsic Investors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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