The INTELLIGENCE DRIVEN ADVISERS is a privately held investment adviser that advises $997.85mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. INTELLIGENCE DRIVEN ADVISERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 31.24% over the last 5-years.
The Group has been registered with the SEC for 17.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2792 GATEWAY ROAD, CARLSBAD, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 11 investment and 11 non-investment staff. The total number of Employees increased by 15.79% over the last 5-years.
Their $997.85mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $771.11mn or 77.28% of Total Assets and Investment Companies (IC) own $145.41mn or 14.57% of Total Assets.
The Group's top investment strategies include Multi Strat and FI/Credit - Diverse, representing 56.94% and 43.06% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
INTELLIGENCE DRIVEN ADVISERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.