SourcingSourcing

INTECH INVESTMENT MANAGEMENT LLC

C36
CRD 119232·SEC 801-60987·WEST PALM BEACH, FL
AUM
$15.47B
$1B+
Est. Revenue
$154.7M
@ 1% on AUM
Est. EBITDA
$46.4M
@ 30% margin
Est. Deal Value
$371.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTECH INVESTMENT MANAGEMENT LLC
CRD
119232
SEC file #
801-60987
EIN
000000000
DBA names
Intech

Economics

AUM
$15.47B
AUM band
$1B+
AUM trajectory
'20'26
$44.63B → $15.47B▼ -65%
Client mix
Pension Profit Sharing Plans10
Pooled Investment Vehicles7
Corporations6
Investment Companies3

Operations

Employees (total)
41
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
27 advisors → 11 advisors▼ -59%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
linkedin.com/company/intech-investment-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INTECH HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
INTECH HOLDINGS, LLC
BANNER, ADRIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:intech.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
13
Form 5500 Total Compensation
2,486,823
Form 5500 Compensation Trajectory 3y
20252,449,886
202636,937
20240
Form 5500 Plan Count Trajectory 3y
20258
20243
20262
Schedule C Total Compensation
2,486,823
Schedule C Service Provider Rows
13

SEC EDGAR

Edgar Cik
0001421198
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2007-12-12
Edgar Last Filing Date
2025-12-04
Edgar Form D Count
13
Edgar Form D Offerings
2025-12-042025-12-04 · 0001421198-25-000003
2025-10-102025-10-10 · 0001421198-25-000002
Edgar Former Names
INTECH ENHANCED INDEX FUND LLC

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Jpmorgan13
E*trade4
Northern Trust2
State Street2
Bny Mellon2
Edgar Addresses
Mailing
250 S. AUSTRALIAN AVENUESUITE 1800WEST PALM BEACH, FL 33401
Business
250 S. AUSTRALIAN AVENUESUITE 1800WEST PALM BEACH, FL 33401
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-12-04 · 0001421198-25-000003
D2025-10-10 · 0001421198-25-000002
Fee Schedule
Bracket I99
Bracket Xi1
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
BANNER, ADRIAN
Executive Officer · 2.5%
4667302
CAMPBELL, LANCE, VICTOR
Executive Officer · 2.5%
2592648
GANCHER, BART, EDWARD
Executive Officer · 2.5%
5233548
MARQUES, JOSE, LAURENCIO
Executive Officer · 2.5%
2850248
STEVER, RYAN, THOMAS
Executive Officer · 2.5%
5965222
JAMES ANDREW WYLIE
IAR
2181468