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INTRINSIC ASSET LLC

Advisory

DE

Data as of Apr 24, 2026 · Source: SEC Form ADV

Average account
$1M
across 3 accounts
AUM per adviser
$2M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
3
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

INVEST YOUR FAITH, INC.
$3M
VAIL VALLEY ASSET MANAGEMENT, LLC
$3M
38X HOLDINGS INC
$3M
RINZLER CAPITAL LLC
$3M
SHEPHERD INVESTMENT MANAGEMENT LLC
$3M
BRAGG CAPITAL MANAGEMENT LLC
$3M

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