INTREPID INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$323M
Discretionary
$323M
100% of AUM
Avg account
$46.1M
Accounts
7
Employees
6
Advisory reps
4

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 private investment manager formed as a limited liability company that focuses on pooled private funds and direct private-market strategies. The firm functions as both an adviser to pooled investment vehicles and a broker-dealer/sponsor, serving an institutional client base with concentrated relationships. Its investment activity centers on private equity and venture capital, with additional allocations into real assets and commodity/energy exposures. The firm charges a combination of percentage-of-assets fees and performance-based fees, and it takes on sponsor and general partner roles for the funds it manages rather than acting solely as a passive allocator. Strategy-wise, Intrepid tilts toward private-market implementations: controlling or co-investment positions through private equity vehicles, earlier-stage exposure via venture capital funds, and targeted investments in real estate, commodities and oil & gas. Because the firm manages pooled vehicles and serves as GP/sponsor, it typically structures vehicles to centralize portfolio management and fee alignment between managers and institutional investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • HUGH MCGEE

    Co-Founder & CEOCRD 1782899

  • KAVI KATYAL

    Chief Financial OfficerCRD 6999088

Contacts

2 of 2
  • CHRISTOPHER WINCHENBAUGH

    CCOCRD 2790899

  • ROBERT CABES

    Managing DirectorCRD 2602001

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
1201 Louisiana St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth