Intrepid Investment Management, LLC

RIASEC Registered
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$37.3M
Accounts
9
Employees
7
Advisory reps
5

Firm details

Headquarters
Houston, Texas
CRD number
192522
Registered since
July 31, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Intrepid Investment Management, LLC is a limited liability company that acts as a sponsor and manager of pooled investment vehicles with an institutional client focus. The firm is SEC registered (registration year 2018) and is classified as a private equity fund, venture capital fund and multifaceted fund manager. Its advisory activity centers on portfolio management for pooled vehicles, and it serves as sponsor/GP/managing member for those vehicles. Ownership is a mix of a domestic entity and an individual. Fee arrangements combine a percentage-of-assets model with performance-based fees. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Hugh Mcgee

    Hugh Mcgee

    Co-Founder & CEOCRD 1782899

  • Kavi Katyal

    Kavi Katyal

    Chief Financial OfficerCRD 6999088

  • Michael France

    Managing Partner and Chief Investment OfficerCRD 4694122

Contacts

2 of 2
  • Robert Cabes

    Robert Cabes

    Managing DirectorCRD 2602001

  • Neil Chen

    Neil Chen

    Managing DirectorCRD 5571683

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
845 Texas St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth