Clients
Intech Investment Management serves 26 clients, 10 of them pension and profit-sharing plans. The average client has about $595 million with the firm.
- Investment companies3 clients5%
- Pooled investment vehicles7 clients5%
- Pension and profit-sharing plans10 clients11%
- State or municipal government entities5%
- Sovereign wealth funds and foreign official institutions35%
- Corporations and other businesses6 clients40%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 3 | $802,117,713 | 5.2% | $267.4M |
| Pooled investment vehicles | 7 | $730,148,663 | 4.7% | $104.3M |
| Pension and profit-sharing plans | 10 | $1,744,159,639 | 11.3% | $174.4M |
| State or municipal government entities | Not reported | $699,583,848 | 4.5% | — |
| Sovereign wealth funds and foreign official institutions | Not reported | $5,344,334,131 | 34.5% | — |
| Corporations and other businesses | 6 | $6,148,664,997 | 39.7% | $1.02B |
| Total | 26 | $15,469,008,991 | 100% | $595.0M |
- Clients
- 3
- Regulatory AUM
- $802,117,713
- Share
- 5.2%
- Avg. per client
- $267.4M
- Clients
- 7
- Regulatory AUM
- $730,148,663
- Share
- 4.7%
- Avg. per client
- $104.3M
- Clients
- 10
- Regulatory AUM
- $1,744,159,639
- Share
- 11.3%
- Avg. per client
- $174.4M
- Clients
- Not reported
- Regulatory AUM
- $699,583,848
- Share
- 4.5%
- Avg. per client
- —
- Clients
- Not reported
- Regulatory AUM
- $5,344,334,131
- Share
- 34.5%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $6,148,664,997
- Share
- 39.7%
- Avg. per client
- $1.02B
Total
- Clients
- 26
- Regulatory AUM
- $15,469,008,991
- Share
- 100%
- Avg. per client
- $595.0M
What it does
Intech Investment Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.
Intech Investment Management advises 5 private funds.
100.0% of assets ($15.47B across 32 accounts) are managed with discretion. 28% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks99%
- Cash1%
Custodians
Intech Investment Management’s client accounts are held mainly at The Bank of New York Mellon, with 35% of managed assets, and BNP Paribas Securities Services Australia, with 34%. Intech Investment Management has custody of $452.0M for 5 clients.
- BNP Paribas Securities Services AustraliaBNP Paribas Securities Services Australia · Sydney · $5.24B34%
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $5.49B35%
- All other custodians$4.74B31%
Ownership and leadership
Intech Holdings, LLC owns 75% or more of Intech Investment Management, and Jose Marques is its CEO.
- Owns 75% or more of Intech Investment Management LLC
Intech Holdings, LLC
Control person · since March 2022
Leadership
- Jose MarquesChief Executive Officer
- Adrian BannerExecutive Vice President, Portfolio Manager and Head of Australia
- Lance CampbellExecutive Vice President, Chief Financial Officer and Chief Operating Officer
- Bart GancherSenior Vice President, Chief Compliance Officer
- Ryan SteverExecutive Vice President, Chief Investment Officer
Staff
- 41 employees
- 11 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 2 soliciting firms
Reported holdings
Intech Investment Management’s reported 13F holdings total $10.91B across 2,110 positions, and the ten largest make up 29.0% of it.
- $10.91B
- Reported 13F value
- 2,110
- Positions
- 29.0%
- In the 10 largest
- +7.3%
- Value vs. prior quarter
- Nvidia Corporation6.7%
- Apple Inc.4.1%
- Microsoft Corp.3.8%
- Alphabet Inc. · Cap Stk CL A3.0%
- Broadcom Inc.2.7%
- Alphabet Inc. · Cap Stk CL C2.4%
- Amazon Com Inc.1.9%
- Meta Platforms Inc. · CL A1.8%
- Advanced Micro Devices Inc.1.3%
- Micron Technology Inc.1.2%
Together, the ten largest are 29.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $10.91B is not its $15.47B in regulatory assets and does not represent any individual client's portfolio.
Fees
Intech Investment Management is paid through a percentage of assets under management, performance-based fees and other.
Intech Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Intech Investment Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 250 S. Australian Ave, Suite 1700, West Palm BeachHQ
Registration details
- Legal name
- Intech Investment Management LLC
- Headquarters
- 250 S. Australian Ave, Suite 1700, West Palm Beach, FL 33401
- Phone
- 561-775-1100
- Website
- Not reported
- SEC file
- 801-60987
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Intech Investment Management have?
Intech Investment Management has 26 clients and manages $15.5 billion for them, as of March 2026. They include 10 pension and profit-sharing plans, 7 pooled investment vehicles and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Intech Investment Management offer?
Intech Investment Management provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Intech Investment Management use?
Intech Investment Management’s separately managed account assets are held at The Bank of New York Mellon Corporation (New York, NY), with $5,486,434,348 and BNP Paribas Securities Services Australia (Sydney), with $5,243,422,524. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Intech Investment Management have?
Intech Investment Management has 1 investment adviser representatives registered with state securities authorities, out of 41 employees, and 11 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Intech Investment Management invest in?
At the end of its last fiscal year, Intech Investment Management’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Intech Investment Management?
Intech Investment Management’s direct owner is Intech Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Intech Investment Management get paid?
Intech Investment Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file