Asset ManagerRIA · CRD 112518SEC-Registered

Updated:

Integrated Benefits, Incorporated

Integrated Benefits, Incorporated is an SEC-registered investment adviser since 2025. The firm manages $101 million in assets, $81 million on a discretionary...

Integrated Benefits, Incorporated

Integrated Benefits, Incorporated is an SEC-registered investment adviser since 2025. The firm manages $101 million in assets, $81 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is Integrated Benefits, Incorporated an active investment firm?

Based on a lack of public filings, transaction records, or a digital presence, there is no evidence that Integrated Benefits, Incorporated is currently deploying capital or operating as a conventional investment manager. It may be a dormant entity, a holding company for legacy assets, or a private vehicle with no mandate to disclose its activities to third parties.

Where does the capital for Integrated Benefits, Incorporated originate?

The source of capital is unknown. The firm has not disclosed any connection to a specific family, founder, or institutional backer. State registration documents do not typically require disclosure of beneficial ownership, and no public reporting links the entity to a known wealth creator or operating business.

Does Integrated Benefits, Incorporated accept outside investor capital?

There is no indication that the firm accepts external capital. It does not maintain a public-facing profile, has no known fundraising history, and has not filed regulatory documents that would be required for soliciting outside investors. It is likely structured to manage proprietary capital exclusively.

What asset classes does Integrated Benefits, Incorporated target?

The firm's investment mandate has not been publicly defined. Without a website, quarterly letters, or interviews with principals, the asset class focus—if any—remains entirely unknown. No investment has ever been publicly attributed to the entity.

Who runs investment decisions at Integrated Benefits, Incorporated?

No investment committee members or executives have been identified. State corporate filings often list a registered agent for service of process, but this individual is typically a legal functionary rather than a principal making investment decisions.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles