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IntraWorks Asset Management
IntraWorks Asset Management is an asset manager; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
Intraworks Asset Management, LLC is a registered investment adviser with the Securities and Exchange Commission.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Who controls investment decisions at 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.
Does IntraWorks Asset Management manage pooled funds, private vehicles, or institutional separate accounts?
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.
What asset classes does IntraWorks Asset Management allocate client capital to?
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.
What is the firm's known regulatory posture and disclosure compliance?
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.
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