INTECH
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 119232
- Registered since
- February 28, 2002
- Website
- www.intechinvestments.com
- Custodians
- THE BANK OF NEW YORK MELLON, BNP PARIBAS SECURITIES SERVICES AUSTRALIA
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Corporations / Businesses39.75%
- Sovereign Wealth Funds34.55%
- Pension & Profit Sharing Plans11.28%
- Investment Companies5.19%
- Pooled Investment Vehicles4.72%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Intech LLC is an SEC-registered investment manager operating since 2002 and organized as a limited liability company. The firm is categorized as a hedge fund and primarily serves institutional clients. Compensation includes asset-based fees, performance fees and other fee arrangements. Its advisory activity centers on portfolio management for investment companies, pooled investment vehicles and institutional or business clients. Intech identifies as an active ESG investor and has roles as sponsor, general partner and managing member of pooled investment vehicles rather than functioning as a separate capital allocator.
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 Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4RYAN STEVER
Co-Chief Investment OfficerCRD 5965222
LANCE CAMPBELL
Executive Vice President & Chief Financial OfficerCRD 2592648
BART GANCHER
Senior Vice President and Chief Compliance OfficerCRD 5233548
Contacts
2 of 2ADRIAN BANNER
Executive DirectorCRD 4667302
JAMES WYLIE
Senior Managing DirectorCRD 2181468
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$3.1B in ETFs
62%
$2B
6%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON EMERGING MARKETS DEBT HARD CURRENCY ETF (JEMB) | Janus Henderson | $608M | 11,587,092 | 19.30% |
Location
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 250 S Australian Ave
- Time zone
- ET (UTC-5)
- Office locations
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FACET
RIAWEST PALM BEACH, FL