Integral Ils Ltd.

RIASEC RegisteredEst. 2022
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$378M
Accounts
10
Employees
15
Advisory reps
5

Firm details

Headquarters
Hamilton,
CRD number
310727
Registered since
December 16, 2022
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Integral Ils Ltd. is an institutional-focused investment adviser that concentrates on managing pooled investment vehicles. The firm’s activity is concentrated in managing a compact set of funds rather than providing broad retail wealth management; its advisory mandate is portfolio management for pooled vehicles and it reports an institutional client base. Investment preferences include exposure to commodity-related strategies and direct energy (oil & gas) allocations, supplemented with more traditional mutual fund holdings. The firm does not position itself as an ESG-focused investor and does not operate as a multi-state adviser or pension consultant. Ownership is reported as a mix of a domestic entity and an individual, and its fee model includes a percentage-of-AUM component alongside other fee arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Adriaan Van Der Merwe

    Chief Financial OfficerCRD 7873839

  • Richard Lowther

    Richard Lowther

    Managing Partner, CCO and COOCRD 6134865

Contacts

3 of 3
  • Michael Torre

    DirectorCRD 4565791

  • Wiley Cooper

    DirectorCRD 7874791

  • Lixin Zeng

    Lixin Zeng

    Managing PartnerCRD 4275019

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hamilton, null

Location

Hamilton, null

Headquartered in Hamilton, null.

Address
3rd Floor Wellesley House N
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth