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INTRINSIC INVESTORS LLC
CRD 111968 · SEC 801-116734
1200 N MAYFAIR RD, SUITE 330, WAUWATOSA, WI, 53226, United States
Phone
414-831-5700
Fax
414-831-5799
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.4M
Discretionary AUM
$129.4M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $41.3M |
| High net worth individuals | 34 | $88.1M |
States served
WI, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/INTRINSIC-INVESTORS-265459967151906/
- HTTP://WWW.INTRINSICINVESTORS.COM
- HTTPS://WWW.LINKEDIN.COM/IN/WILLIAM-FONS-166679185
- HTTP://WWW.INTRIVEST.COM
- HTTPS://WWW.LINKEDIN.COM/IN/DAWN-WILLIAMS-14199416
- HTTPS://WWW.LINKEDIN.COM/IN/CHRISTOPHER-SHEA-CFP%C2%AE-92B53A8
- HTTPS://WWW.LINKEDIN.COM/IN/CHAD-MELCHER-AAMS%C2%AE-A794B2182
Official SEC filing: View on IAPD