Intentional

Launched in 2012 and operating out of Los Angeles, Intentional was built to serve a discreet client base through a registered investment-adviser structure.

Intentional

Launched in 2012 and operating out of Los Angeles, Intentional was built to serve a discreet client base through a registered investment-adviser structure. The founding generation of principals remains unnamed in public filings, reinforcing the firm's posture as a private steward of multi-generational capital rather than a commercially marketed wealth platform. Its incorporation in California, a jurisdiction dense with single-family offices and concentrated tech and media wealth, suggests a client base likely anchored in entertainment, technology, or closely held business exits, though no specific wealth origin has been disclosed. The firm's investment program spans public equities, fixed income, and private-fund allocations, executed through a portfolio-management framework that emphasizes direct oversight rather than outsourced model portfolios. Intentional integrates tax-aware asset location and estate-planning coordination alongside traditional asset management, positioning it as a consolidated financial quartermaster for its families. While specific portfolio holdings are not publicly itemized, the registered investment-adviser filing structure requires fiduciary-level portfolio construction, implying broad diversification across domestic and international equity, investment-grade and municipal credit, and alternative-asset sleeves. The geographic footprint, while rooted in Southern California, serves clients nationally through its SEC-registered status. Intentional has not published growth metrics, AUM, or team headcount. The firm maintains its primary registration in South Carolina, with an advisory footprint that extends to Los Angeles, indicating a dual-coast operational model. No adjacent vehicles — philanthropic foundations, real-asset arms, or club-deal networks — have been publicly linked to the firm, though these are common among private family-office structures of similar vintage. Intentional has not announced any notable promotions, fund closes, or structural changes in the public record over the last 24 months. Intentional's structural differentiator lies in its deliberate opacity. Rather than participating in the co-investment club circuit or building a visible brand among institutional allocators, the firm functions as a quiet consolidated balance-sheet manager. This architecture suggests a governance model where principals retain tight control over investment decisions without the succession and governance complexities that often accompany multi-generational family offices. The South Carolina registration, separate from its Los Angeles operating hub, hints at a regulatory strategy designed to compartmentalize certain functions — though the precise rationale remains undocumented in public records.

Website

i10wealth.com

linkedin.com/company/intentionalllc

General information

Firm type

Single Family Office

Year founded

2012

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Los Angeles

Corporate office

Los Angeles, CA, United States

How is Intentional structured, and how does it differ from a single-family office?

Intentional is organized as a registered investment adviser (RIA), which subjects it to SEC fiduciary standards while preserving the discretion typical of a family office. Unlike a pure single-family office, which can rely on the family-office exemption from registration, Intentional's RIA structure allows it to serve multiple families and business entities while maintaining a centralized, concierge-level service model. The firm's public footprint is minimal, but its incorporation date and registration history are matters of public record through IAPD.

Who makes investment decisions at Intentional?

Intentional has not publicly identified its investment committee or named any principals. The firm's ADV filings, which are available through the SEC's public database, contain the names of its control persons, but these individuals maintain an exceptionally low public profile. This structure is common among firms serving families who require institutional-grade portfolio management without the personal publicity that often accompanies named CIOs at larger multi-family offices.

Does Intentional invest directly, or does it allocate through external managers?

Intentional's RIA structure positions it primarily as an allocator and portfolio constructor rather than a direct investor in operating companies. Public filings do not list any direct private-equity investments or venture-stage activity under the firm's name. The firm likely constructs portfolios using a combination of individual securities, mutual funds, and private-fund commitments, though no specific fund relationships have been disclosed.

What is Intentional's known posture on alternative investments?

No public record specifies Intentional's target allocation to private equity, venture capital, or real assets. As an RIA serving high-net-worth families, it is reasonable to assume some exposure to alternatives as part of a diversified portfolio strategy, but the firm has not published an investment policy statement or asset-allocation targets. Allocators considering co-investment inquiries would need to establish a direct relationship to ascertain current appetite.

How does Intentional's dual-state registration affect its clients?

Intentional maintains registration in both California and South Carolina, which grants it the ability to serve clients domiciled in multiple states without additional notice filings. The operational reason for the South Carolina nexus is not publicly explained, though it may relate to the personal location of a founding principal or a specific tax or regulatory posture. This dual footprint does not appear to signal a commercial expansion strategy, as the firm does not maintain public branch offices or a marketing presence in either state.

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