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INTRINSIC INVESTORS LLC

C41
CRD 111968·SEC 801-116734·WAUWATOSA, WI
AUM
$129.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$388K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTRINSIC INVESTORS LLC
CRD
111968
SEC file #
801-116734
EIN
000000000
DBA names
—

Economics

AUM
$129.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$102.6M → $129.4M▲ +26%
Client mix
Individuals Other122
Individuals High Net Worth34

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
WAUWATOSA WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/14/2026
ADV-W filed at
—
Website
facebook.com/intrinsic-investors-265459967151906(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FONS, WILLIAM, MEREDITH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
FONS, WILLIAM, MEREDITH
SHEA, CHRISTOPHER, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001316388
Edgar Registered
Yes
Edgar Filing Count
85
Edgar First Filing Date
2006-02-14
Edgar Last Filing Date
2015-11-16
Edgar 13f Count
40
Edgar 13f Latest AUM Estimate
Filing Date2015-11-16
Accession0001140361-15-041729

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
72 CUMMINGS POINT ROADSTAMFORD, CT 06902
Business
72 CUMMINGS POINT ROADSTAMFORD, CT 06902
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2015-11-16 · 0001140361-15-041729
13F-HR2015-08-14 · 0001140361-15-032252
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2501267
Trust Company Affiliate
No

People (4)

4
SHEA, CHRISTOPHER, PAUL
IAR · Direct Owner · 37.5%
705690
FONS, WILLIAM, MEREDITH
IAR · Direct Owner · 37.5%
2501267
WILLIAMS, DAWN, MARIE
Direct Owner · 37.5%
2883307
CHAD A MELCHER
IAR
5115141