WAUWATOSA, WICRD 111968Latest ADV January 14, 2026
Intrinsic Investors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wauwatosa, WI. Its latest Form ADV filing, dated January 14, 2026, reports $129M in regulatory assets under management, 4 employees, and 383 accounts.
Assets Under Management
$129M
Employees
4
Offices
--
Total Clients
156
Primary office
WAUWATOSA, WI
1200 N MAYFAIR RD, SUITE 330, WAUWATOSA, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.2% of total clients.
Top client categories% of clientsClients
1
Individuals
78.2%
122
2
HNWI
21.8%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$129Mas of January 14, 2026
Discretionary100.0%
$129M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$129M
Total Accounts383
10Y AUM Change+$27M (+26.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.