Intech

1 registered advisors · 4 reported ETFs · $43.3M reported ETF value · $15.5B regulatory AUM

Intech is an investment adviser that files Form ADV with the SEC in West Palm Beach, FL, with 1 registered advisors, reporting $15.5B in regulatory assets under management. Its 13F filings report 4 ETF positions worth $43.3M.

Last updated 2026-03-23 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$15.5BHighTop 6.1%
  • Clients per advisor26LowTop 78%
  • Average AUM per client$595MHighTop 6.0%
  • High-net-worth share of clients0.0%LowTop 100.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-23. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2002-02-28
SEC file number
801-60987
Form version
10/2021
Latest Form ADV filing
2026-03-23
Address
250 S. Australian Ave, Suite 1700, West Palm Beach, FL 33401, United States
Phone
(561) 775-1100
Website
http://www.intechinvestments.com

Size

People and clients

Items 5.A through 5.D.

Employees
41
Registered advisors
1
Offices
2
Clients
26
Clients per advisor
26
High-net-worth share of clients
0.0%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$15,469,008,991
Discretionary AUM
$15,469,008,991
Non-discretionary AUM
$0
Total accounts
32
Average AUM per client
$594,961,884

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Corporations or other businesses6 clients
    $6.1B
  • Sovereign wealth funds and foreign official institutions0 clients
    $5.3B
  • Pension and profit-sharing plans10 clients
    $1.7B
  • Investment companies3 clients
    $802.1M
  • Pooled investment vehicles7 clients
    $730.1M
  • State or municipal government entities0 clients
    $699.6M

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Investment Companies; Portfolio Management: Pooled Investment Vehicles; Portfolio Management: Businesses or Institutional Clients
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Performance-Based Fees; Compensation: Other
Affiliations
Related Person Is: Sponsor or GP of Pooled Investment Vehicl; Adviser to Any Private Fund
Custody
Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities; Adviser Custody Amount ($); Adviser Custody Clients (Count)

Source: SEC Form ADV filed by CRD 119232. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research
VO — Vanguard Morningstar Mid-Cap ETF$36.2M83.6%Research alternatives to VO · VO institutional holders
EMXC — iShares MSCI Emerging Markets ex China ETF$4.4M10.1%Research alternatives to EMXC · EMXC institutional holders
IWM — iShares Russell 2000 Index Fund$2.6M6.1%Research alternatives to IWM · IWM institutional holders
MSBT — Common$73.5K0.2%Research alternatives to MSBT · MSBT institutional holders

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
Washington, DCWashingtonDC1
250 S. Australian AveWest Palm BeachFL1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30