The INTECH is a privately held investment adviser that advises $13.72Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. INTECH is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 70.14% over the last 5-years.
The Group has been registered with the SEC for 23.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 250 S. AUSTRALIAN AVE SUITE 1700, WEST PALM BEACH, FL. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 41 employees comprised of 13 investment and 28 non-investment staff. The total number of Employees decreased by 46.75% over the last 5-years.
Their $13.72Bn in assets advised are owned by 8 private funds, 1 public fund and BDCs and 20 other accounts. Assets of Corporations or Other Businesses clients own $5.28Bn or 38.5% of Total Assets and Pension and Profit Sharing Plans-Private own $2.35Bn or 17.17% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 82.52% and 17.48% of total assets, respectively.
They advise 4 types of clients, top clients are Corporations or Other Businesses and Pension and Profit Sharing Plans-Private.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
INTECH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In INTECH's case, they have 12 business conditions that require high process maturity and 2 Watch Factors.