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Integris Group
Integris is an SEC-registered investment adviser in Monterey, CA, registered since 2006. The firm manages $812 million in assets, $801 million on a...
Integris Group
Integris is an SEC-registered investment adviser in Monterey, CA, registered since 2006. The firm manages $812 million in assets, $801 million on a discretionary basis. It has 18 employees and 10 investment advisers.
General information
Firm type
other
Year founded
1984
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Glastonbury
Corporate office
Glastonbury, CT, United States
Principals
Stephen Gallant
Chief Executive Officer
Michael Conneely
Chief Financial Officer
Kirk Tweedy
Chief Operating Officer
Sector focus
Frequently asked questions
Who runs investment decisions and underwriting at Integris Group?
Stephen Gallant has served as CEO since 2018, having previously been the Chief Operating Officer. The firm does not separate a CIO function publicly; as a mutual insurer, its investment portfolio is managed to support loss reserves and policyholder surplus, not to maximize risk-adjusted returns for external stakeholders.
How does Integris Group's mutual structure affect its behavior during market dislocations?
Because Integris is a mutual, it carries no obligation to public shareholders or private equity sponsors. During the COVID-19 pandemic in 2020, the firm suspended premiums and declared a special dividend for members. This contrasts with stock insurers that typically maintain premiums to protect quarterly earnings.
Does Integris Group participate in fund commitments or only direct underwriting?
Integris Group is strictly a medical professional liability carrier; it does not commit to external PE, VC, or hedge funds. Its capital is deployed entirely into underwriting policies and the conservative fixed-income instruments that back its claims reserves.
Where does Integris Group underwrite most of its risk geographically?
The firm's original book is concentrated in New England, with admitted-carrier status in Massachusetts and a long history in Connecticut. Its Integris Risk Retention Group expanded the footprint into New York in 2022. The 2023 acquisition of MedMal Direct and subsequent national rebranding of its agency suggest a broader U.S. distribution ambition, though the core admitted paper remains regionally anchored.
What is Integris Group's known posture on co-investments alongside external partners?
Integris does not co-invest. It is an insurer, not an investment partnership. The firm's only external partnerships are with broker agencies and reinsurers, not with co-investing family offices or allocators.
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