DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Intech
Legal name Intech Investment Management LLC
Latest filing Mar 23, 2026
First filing on the tape Jan 27, 2012 · 48 filings
SEC status approved since Feb 28, 2002
RAUM
$15B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$15B
derived; firm RAUM over IAPD count
Employees
41
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$15B as of Mar 23, 2026
Jan 27, 2012$40B then
HNW client RAUM$0 as of Mar 23, 2026
Mar 12, 2018$0 then
State-registered IARs (5.B.3)1 as of Mar 23, 2026
Mar 28, 20130 then
Employees (5.A)41 as of Mar 23, 2026
Mar 28, 201372 then
Private funds5 as of Mar 23, 2026
Mar 21, 20236 then
RAUM +16% over the last fiscal year-3.4% a year over threeIARs 0 to 1
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $15BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $483MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 50%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 41.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $452M, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$6.1B40%
- Sovereign wealth funds$5.3B35%
- Pension and profit-sharing plans$1.7B11%
- Investment companies$802M5.2%
- Pooled investment vehicles$730M4.7%
- State and municipal entities$700M4.5%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 10reported
- Charitable clients
- 0reported
- Accounts
- 32reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $452M for 5 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.1 institutional_share=0.5 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Andrew Wylie | Washington, Dc | May 12, 2025 | 34 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Intech U.S. Large Cap Growth Fund LLC | Other Private Fund | $95.4M | 4 | Mar 29, 2012 |
| Intech Global All Country Enhanced Index Fund LLC | Other Private Fund | $75.3M | 2 | Nov 6, 2014 |
| Intech U.S. Broad Equity Plus Fund LLC | Other Private Fund | $68.8M | 2 | Mar 29, 2012 |
| Intech International Large Cap Core Fund LLC | Other Private Fund | $32.1M | 3 | Mar 28, 2014 |
| Intech U.S. Enhanced Plus Fund LLC | Other Private Fund | $26.1M | 3 | Mar 29, 2012 |
| Intech U.S. Broad Large Cap Growth Fund LLC | Other Private Fund | $15.0M | 3 | Mar 29, 2012 |
| Intech U.S. Broad Large Cap Value Fund Lccno longer reported | Other Private Fund | $11.9M | 2 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Adrian Banner · Co-Chief Investment Officercontrolsince 02/2024 · owns less than 5%
- Victor Lance Campbell · Evp & Chief Financial Officercontrolsince 01/2007 · owns less than 5%
- Edward Bart Gancher · Svp, Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- Laurencio Jose Marques · Chief Executive Officercontrolsince 03/2022 · owns less than 5%
- Thomas Ryan Stever · Co-Chief Investment Officercontrolsince 02/2024 · owns less than 5%
Entity owners
- Intech Holdings, LLC · Direct Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 36 to 32Jul 22, 2025 to Mar 23, 2026
- Advisory employees · 13 to 11Jul 22, 2025 to Mar 23, 2026
- BD registered reps · 0 to 1Jul 22, 2025 to Mar 23, 2026
- Corporate clients · 8 to 6Jul 22, 2025 to Mar 23, 2026
- Pension plan clients · 12 to 10Jul 22, 2025 to Mar 23, 2026
- Pooled vehicle clients · 8 to 7Jul 22, 2025 to Mar 23, 2026
- Assets in custody · $329M to $452MJul 22, 2025 to Mar 23, 2026
- State-registered IARs · 0 to 1Jul 22, 2025 to Mar 23, 2026
- Private funds · 6 to 5Jul 22, 2025 to Mar 23, 2026
- Discretionary RAUM · $13B to $15BJul 22, 2025 to Mar 23, 2026
- Pension RAUM · $2.4B to $1.7BJul 22, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $580M to $730MJul 22, 2025 to Mar 23, 2026
- RAUM · $13B to $15BJul 22, 2025 to Mar 23, 2026
- Financial planning clients · unset to Mar 18, 2025 to Jul 22, 2025
- Accounts · 47 to 36Jul 12, 2024 to Mar 18, 2025
- Advisory employees · 16 to 13Jul 12, 2024 to Mar 18, 2025
- BD registered reps · 2 to 0Jul 12, 2024 to Mar 18, 2025
- Corporate clients · 14 to 8Jul 12, 2024 to Mar 18, 2025
- Pension plan clients · 17 to 12Jul 12, 2024 to Mar 18, 2025
- Pooled vehicle clients · 10 to 8Jul 12, 2024 to Mar 18, 2025
- Assets in custody · $313M to $329MJul 12, 2024 to Mar 18, 2025
- Employees · 48 to 41Jul 12, 2024 to Mar 18, 2025
- Discretionary RAUM · $8.8B to $13BJul 12, 2024 to Mar 18, 2025
- Pension RAUM · $2.5B to $2.4BJul 12, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $593M to $580MJul 12, 2024 to Mar 18, 2025
- RAUM · $8.8B to $13BJul 12, 2024 to Mar 18, 2025
- Discretionary RAUM · $9.0B to $8.8BApr 3, 2024 to Jun 3, 2024
- RAUM · $9.0B to $8.8BApr 3, 2024 to Jun 3, 2024
- Accounts · 74 to 47Nov 21, 2023 to Mar 19, 2024
- Advisory employees · 20 to 16Nov 21, 2023 to Mar 19, 2024
- BD registered reps · 0 to 2Nov 21, 2023 to Mar 19, 2024
- Corporate clients · 19 to 14Nov 21, 2023 to Mar 19, 2024
- Pension plan clients · 32 to 17Nov 21, 2023 to Mar 19, 2024
- Pooled vehicle clients · 11 to 10Nov 21, 2023 to Mar 19, 2024
- Assets in custody · $565M to $313MNov 21, 2023 to Mar 19, 2024
- Employees · 55 to 48Nov 21, 2023 to Mar 19, 2024
- Other offices · 1 to 0Nov 21, 2023 to Mar 19, 2024
- Discretionary RAUM · $17B to $9.0BNov 21, 2023 to Mar 19, 2024
- Pension RAUM · $4.2B to $2.5BNov 21, 2023 to Mar 19, 2024
- Pooled vehicle RAUM · $1.2B to $593MNov 21, 2023 to Mar 19, 2024
Signals
8 dated events
- Intech reported RAUM $13.4B, up 52% from $8.8B (2024-07-12 to 2025-03-18)Mar 18, 2025 · RAUM change · derived
- Thomas Ryan Stever (Co-Chief Investment Officer) appeared on Schedule A of IntechApr 3, 2024 · Control person joined · fact
- Intech reported RAUM $9.0B, down 48% from $17.1B (2023-11-21 to 2024-03-19)Mar 19, 2024 · RAUM change · derived
- Boyle Justin Wright (Evp, Chief Operating Officer & General Counsel) no longer on Schedule A of Intech (listed 2023-11-21, absent 2024-03-19)Mar 19, 2024 · Control person left · inference
- Intech reported RAUM $17.1B, down 55% from $38.1B (2022-05-23 to 2023-03-21)Mar 21, 2023 · RAUM change · derived
- Laurencio Jose Marques (Chief Executive Officer) appeared on Schedule A of IntechApr 7, 2022 · Control person joined · fact
- Edward Bart Gancher (Svp, Chief Compliance Officer) appeared on Schedule A of IntechMar 2, 2022 · Control person joined · fact
- Elizabeth Patricia Flynn (Svp, Cco & Chief Risk Officer) no longer on Schedule A of Intech (listed 2021-03-03, absent 2022-03-02)Mar 2, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/intech-investment-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- intechinvestments.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (561) 775-1100reportedpublic record, Form ADV, Mar 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $15Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026