IntraWorks Asset Management

According to SEC regulatory filings, Jeff R. Love is the sole managing member and chief compliance officer. He holds discretionary authority over all client accounts, meaning he does not need client approval for individual transactions. This structure makes him the sole decision-maker for the firm's investment strategy.

No. The firm's Form ADV Part 1 filings indicate it does not sponsor or manage any private funds, hedge funds, or mutual funds. All assets under management are attributed to separately managed accounts for individuals and high-net-worth clients, and the firm reports no institutional clients or pooled investment vehicles.

The firm's public disclosures list equities, fixed income securities, and options as the primary investment types used in client portfolios. There is no indication from regulatory filings that the firm executes alternative asset, real estate, or private equity investments as part of its core advisory offering.

IntraWorks Asset Management operates as a single-practitioner RIA. All investment, compliance, and client relationship functions are handled by the sole managing member, without an investment committee or separate research team. This is distinct from multi-family offices or larger registered investment advisers that employ dedicated teams for portfolio management, client service, and back-office operations.

The firm is a registered investment adviser with the SEC and submits annual Form ADV updates as required. Its public disclosures consistently report a single control person, no client disputes, and no material disciplinary history in the most recent filings. The firm's legal domicile is Delaware and its principal place of business is Houston, Texas.