otherRIA · CRD 164597SEC-Registered

Updated:

MONEY INTELLIGENCE

MONEY INTELLIGENCE is an SEC-registered investment adviser in SANTA CLARA, CA. The firm manages $138 million in regulatory assets. It has 3 employees and 1...

MONEY INTELLIGENCE

MONEY INTELLIGENCE is an SEC-registered investment adviser in SANTA CLARA, CA. The firm manages $138 million in regulatory assets. It has 3 employees and 1 investment adviser.

General information

Firm type

other

Frequently asked questions

Who runs investment decisions at MONEY INTELLIGENCE?

No named principals or investment committee members have been identified in any public source. The firm's leadership structure is unknown.

What is the wealth origin of MONEY INTELLIGENCE?

The source of the firm's capital has not been disclosed in any public document or press report. No family or individual has been publicly tied to the entity.

Does MONEY INTELLIGENCE make direct investments or fund commitments?

No investment activity — direct, fund-backed, or otherwise — has been publicly recorded. The firm's deployment strategy is unknown.

What sectors does MONEY INTELLIGENCE focus on?

No sector preferences, portfolio companies, or investment targets have appeared in public materials. The firm's sector focus is unconfirmed.

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.

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