Intech Investment Management LLC (West Palm Beach)

Name: Intech Investment Management LLC
Address: 250 S. Australian Ave, West Palm Beach, FL, 33401
Telephone: (561)775-1100

Intech Investment Management LLC is a large advisory firm based in West Palm Beach. It manages $44.63 billion of regulatory assets for 164 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Colorado, and 20 other states.

Intech Investment Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intech Investment Management: assets under management

The assets under management (AUM) of Intech Investment Management LLC is $44.63 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and $23.13 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $44.63 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.11 million each.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio. Investments in derivatives form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intech Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Intech Investment Management serves?

The firm provides services to investment companies, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of Intech Investment Management is pension and profit sharing plans with 74 clients and $13.93 billion of assets under management. Among the 10 most similar advisory firms, Intech Investment Management has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $44.19 billion for 160 clients. 30% of the firm’s clients are foreign persons or businesses.

Intech Investment Management also advises several private funds.

Careers at Intech Investment Management LLC

The company employs 80 people that are either part- or full-time employees. 34 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Berger Financial Group Llc	Owner	1 Feb 2002	75% - 100%	105125
Robert Andrew Garvy	Chairman & ceo	1 Mar 2002	Other	218478
Erhard Robert Fernholz	Director, executive vp & cio	1 Mar 2002	Other	1082443
Janus Capital Management Llc	Owner	1 Jan 2003	75% - 100%	104652
Justin Boyle Wright	Vp, general counsel & secretary	1 Aug 2005	Other	4172717
Patricia Elizabeth Flynn	Svp & chief compliance officer	1 Dec 2005	Other	5067089
Lance Victor Campbell	Evp & chief financial officer	1 Jan 2007	Other	2592648
Jennifer Young	President & co-ceo	1 Dec 2008	Other	2881867
Adrian Banner	Co-cio	1 Dec 2008	Other	4667302
Justin Boyle Wright	Evp, chief administrative officer & general counsel	1 Nov 2012	Other	4172717
Adrian Banner	Chief executive officer & chief investment officer	1 Nov 2012	Other	4667302
Justin Boyle Wright	Evp, chief operating officer & general counsel	1 Apr 2015	Other	4172717

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Janus Capital Group Inc.	Shareholder	1 Jan 2003	75% - 100%	84-0765359
Janus Henderson Group Plc	Shareholder	1 May 2017	75% - 100%	foreign entity

Based in West Palm Beach

The principal office where Intech Investment Management LLC performs its advisory services is located at 250 S. Australian Ave, West Palm Beach, FL 33401, which is also the mailing address of the firm. An additional office of the firm is in Princeton, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (561)775-1100 or by fax (561)775-6489. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at intechjanus.com and its LinkedIn profile.