Intrinsic Investors Llc
- Regulatory AUM
- $129M
- Discretionary
- $129M
- Clients
- 156
- Avg AUM / client
- $830K
- Accounts
- 383
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $41.3M | 31.9% |
| High net worth individuals | 34 | $88.1M | 68.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Paul Shea | Member | CFP | Nov 1999 (27y) | 25% – 50% |
| William Meredith Fons | Chief Compliance Officer | Nov 1999 (27y) | 25% – 50% | |
| Williams, Dawn, Marie | Member | Nov 1999 (27y) | 25% – 50% | |
| Chad A Melcher | Registered representative | Nov 2018 (8y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/14/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE DEFENDENT WAS NEGLIGENT IN FAILING TO USE VALUATION MODEL IN SELECTING THE SECURITIES FOR THE PLAINTIFF. Status: Final Summary: CLIENT WAS ESTABLISHED AS A BROKERAGE ACCOUNT FOR RETIREMENT. CLIENT HAS SUSTAINED A MARKET LOSS WHICH HE FEELS IS UNJUSTIFIED.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $129M (100% of AUM) Jan 2026
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: Jan 14, 2026.
View current Form ADV (SEC/IAPD) ↗