Investment adviser · CRD 119232

INTECH

Investment adviser filing (IA)

INTECH INVESTMENT MANAGEMENT LLC

WEST PALM BEACH, FL, United States · Form ADV filed Mar 23, 2026

Regulatory AUM: $15.5B
Client accounts: 32
Employees: 41
Advisory professionals: 11

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	6	$6,148,664,997	39.7%
Sovereign wealth & foreign institutions	Fewer than 5	$5,344,334,131	34.5%
Retirement plans	10	$1,744,159,639	11.3%
Investment companies	3	$802,117,713	5.2%
Pooled investment vehicles	7	$730,148,663	4.7%
Government entities	Fewer than 5	$699,583,848	4.5%

Filing source

Form ADV 2043964 · Mar 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

INTECH U.S. EQUITY 130/30 MASTER FUND LPHedge Fund · Last reported Mar 23, 2026$257MGross asset value

Feeder funds

INTECH U.S. EQUITY 130/30 FUND LP

Fund administrator SS&C FUND SERVICES (CAYMAN) LTD GRAND CAYMAN, Cayman Islands Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS GRAND CAYMAN, Cayman Islands

Custodian THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker UBS SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS
PCAOB 238

THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
LEI 54930042DBMRRWU1QM80

UBS SECURITIES LLC
CRD 7654 · SEC 8-22651

Fund details & source

Fund ID: 805-1018887637
Reported beneficial owners: 1
Minimum commitment: $5M
Form D file number: 021-551961

Form ADV 2043964 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INTECH U.S. BROAD EQUITY PLUS FUND LLCOther Private Fund · Last reported Mar 23, 2026$81.2MGross asset value

Form D fundraising filings

Intech U.S. Broad Equity Plus Fund LLC

Fund administrator JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP DENVER, Colorado, United States

Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-4553242398
Reported beneficial owners: 2
Minimum commitment: $5M
Form D file number: 021-231707

Form ADV 2043964 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INTECH U.S. LARGE CAP GROWTH FUND LLCOther Private Fund · Last reported Mar 23, 2026$44.5MGross asset value

Form D fundraising filings

INTECH U.S. LARGE CAP GROWTH FUND LLC

Fund administrator JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP DENVER, Colorado, United States

Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-7677140790
Reported beneficial owners: 2
Minimum commitment: $5M
Form D file number: 021-231717

Form ADV 2043964 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INTECH INTERNATIONAL LARGE CAP CORE FUND LLCOther Private Fund · Last reported Mar 23, 2026$44.2MGross asset value

Form D fundraising filings

INTECH International Large Cap Core Fund LLC

Fund administrator JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP DENVER, Colorado, United States

Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-5892205906
Reported beneficial owners: 2
Minimum commitment: $5M
Form D file number: 021-231720

Form ADV 2043964 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INTECH U.S. BROAD LARGE CAP GROWTH FUND LLCOther Private Fund · Last reported Mar 23, 2026$25.1MGross asset value

Form D fundraising filings

INTECH U.S. Broad Large Cap Growth Fund LLC

Fund administrator JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP DENVER, Colorado, United States

Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-4053808424
Reported beneficial owners: 3
Minimum commitment: $5M
Form D file number: 021-231715

Form ADV 2043964 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INTECH GLOBAL ALL COUNTRY ENHANCED INDEX FUND LLCOther Private Fund · Last reported Jul 22, 2025$80.6MGross asset value

Form D fundraising filings

INTECH GLOBAL ALL COUNTRY ENHANCED INDEX FUND LLC

Fund administrator JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP DENVER, Colorado, United States

Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-8200125315
Reported beneficial owners: 2
Minimum commitment: $5M
Form D file number: 021-243733

Form ADV 1999680 · Jul 22, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

INTECH U.S. ENHANCED PLUS FUND LLCOther Private Fund · Last reported Mar 18, 2025$17.7MGross asset value

Form D fundraising filings

INTECH U.S. ENHANCED PLUS FUND LLC

Fund administrator JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Investor statements: Some (provided to some but not all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian JPMORGAN CHASE BANK, NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

JPMORGAN CHASE BANK, NA
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source

Fund ID: 805-6867748823
Reported beneficial owners: 4
Minimum commitment: $5M
Form D file number: 021-231711

Form ADV 1927058 · Mar 18, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

250 S. AUSTRALIAN AVE, SUITE 1700
WEST PALM BEACH, FL, 33401, United States

CRD 119232

Filing source

Form ADV 2043964 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.