Intentional Asset Management

Overview

Intentional Asset Management is organized as an LLC that positions itself as an "other" fund provider focused on institutional relationships. The firm is newly formed and its ownership mix includes a domestic entity and an individual. Its advisory activity centers on managing pooled investment vehicles and providing portfolio management for businesses or institutions, and the firm also runs educational seminars and workshops. In its operational role the firm acts as sponsor, general partner and managing member of pooled vehicles, and its fee model combines a percentage-of-AUM charge with performance-based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices