Intrinsic Investors LLC
Intrinsic Investors LLC is an SEC-registered mass-market adviser in Wauwatosa, WI with $129.4M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Intrinsic Investors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111968, SEC 801-116734, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $129.4M (2026-01-14)
- Firm type
- Mass-Market Adviser
- Location
- Wauwatosa, WI
- Employees
- 4
- Clients
- 156
- CRD
- 111968
- Ownership
- SHEA, CHRISTOPHER, PAUL; FONS, WILLIAM, MEREDITH; KLAWITTER, CHARLES, OSCAR; WILLIAMS, DAWN, MARIE
How much AUM does Intrinsic Investors LLC have?
Intrinsic Investors LLC reported $129.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns Intrinsic Investors LLC?
Disclosed owners and executives of Intrinsic Investors LLC include SHEA, CHRISTOPHER, PAUL, FONS, WILLIAM, MEREDITH, KLAWITTER, CHARLES, OSCAR, WILLIAMS, DAWN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.