Intech Investment Management Llc
- Regulatory AUM
- $15.5B
- Discretionary
- $15.5B
- Clients
- 26
- Avg AUM / client
- $595M
- Accounts
- 32
- Employees
- 41
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Asset allocation (SMA assets by investment type)
as of Mar 23, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $802M | 5.19% |
| Pooled investment vehicles (non-investment companies) | 7 | $730M | 4.72% |
| Pension and profit sharing plans | 10 | $1.7B | 11.3% |
| State or municipal government entities | Fewer than 5 clients | $700M | 4.52% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $5.3B | 34.5% |
| Corporations and other businesses | 6 | $6.1B | 39.7% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $313M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Intech U.S. Large Cap Growth Fund Llc | Other Private Fund | Delaware | $95.4M | 4 |
| Intech Global All Country Enhanced Index Fund Llc | Other Private Fund | Delaware | $75.3M | 2 |
| Intech U.S. Broad Equity Plus Fund Llc | Other Private Fund | Delaware | $68.8M | 2 |
| Intech International Large Cap Core Fund Llc | Other Private Fund | Delaware | $32.1M | 3 |
| Intech U.S. Enhanced Plus Fund Llc | Other Private Fund | Delaware | $26.1M | 3 |
| Intech U.S. Broad Large Cap Growth Fund Llc | Other Private Fund | Delaware | $15.0M | 3 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Int'l Brotherhood Of Electrical Workers' Pension Benefit Fund International Brotherhood Of Electrical Workers' Pension Benefit Fund | 2024 | |
| Mission Support And Test Services Llc (Msts) Employee Retirement Plan Mission Support And Test Services Llc | 2024 | |
| Pension Fund Of Local No. One Of I. A. T. S. E. Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. | 2024 | |
| The Bank Of America Pension Plan Bank Of America Corporation | 2024 | |
| Banquet Employees Unions Pension Trust Fund Conagra Brands, Inc. | 2024 | |
| Maryland Electrical Industry Pension Plan Maryland Electrical Ind Pension | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Campbell, Lance, Victor | Evp & Chief Financial Officer | Jan 2007 (20y) | Less than 5% | |
| Gancher, Bart, Edward | Svp, Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Marques, Jose, Laurencio | Chief Executive Officer | Mar 2022 (4y) | Less than 5% | |
| Banner, Adrian | Co Chief Investment Officer | Feb 2024 (3y) | Less than 5% | |
| Stever, Ryan, Thomas | Co Chief Investment Officer | Feb 2024 (3y) | Less than 5% | |
| James Andrew Wylie | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Intech Holdings, Llc | Direct Owner | Mar 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $313M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Intech U.S. Large Cap Growth Fund Llc | Other Private Fund | $95.4M | $5.0M | 4 |
| Intech Global All Country Enhanced Index Fund Llc | Other Private Fund | $75.3M | $5.0M | 2 |
| Intech U.S. Broad Equity Plus Fund Llc | Other Private Fund | $68.8M | $5.0M | 2 |
| Intech International Large Cap Core Fund Llc | Other Private Fund | $32.1M | $5.0M | 3 |
| Intech U.S. Enhanced Plus Fund Llc | Other Private Fund | $26.1M | $5.0M | 3 |
| Intech U.S. Broad Large Cap Growth Fund Llc | Other Private Fund | $15.0M | $5.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Int'l Brotherhood Of Electrical Workers' Pension Benefit Fund | International Brotherhood Of Electrical Workers' Pension Benefit Fund | 472,935 | $2.8B | 07/01/2024 |
| Mission Support And Test Services Llc (Msts) Employee Retirement Plan | Mission Support And Test Services Llc | 2,384 | $534M | 01/01/2024 |
| Pension Fund Of Local No. One Of I. A. T. S. E. | Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. | 2,260 | $665M | 01/01/2024 |
| The Bank Of America Pension Plan | Bank Of America Corporation | 51,062 | $19.0B | 01/01/2024 |
| Banquet Employees Unions Pension Trust Fund | Conagra Brands, Inc. | 973 | $195M | 01/01/2024 |
| Maryland Electrical Industry Pension Plan | Maryland Electrical Ind Pension | 1,868 | $289M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 2.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • NON-FEE PAYING ACCOUNTS
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $13.4B (31% of AUM) Mar 2021
- BNY Mellon $5.5B (35% of AUM) Mar 2026
- Bnp Paribas Securities Services Australia $5.2B (34% of AUM) Mar 2026
- State Street $2.3B (17% of AUM) Jul 2025
- National Australia Bank Limited $2.0B (15% of AUM) Jul 2025
- Bnp Paribas $1.9B (21% of AUM) Jul 2024
- Northern Trust $1.1B (12% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗