# INTRINSIC INVESTORS LLC

INTRINSIC INVESTORS LLC of WAUWATOSA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 111968
- Type: SEC-registered investment adviser
- SEC file number: 801-116734
- Location: 1200 N MAYFAIR RD, WAUWATOSA, WI, 53226
- Phone: 414-831-5700
- Latest filing: 2026-01-14
- Regulatory AUM: $129.4M
- Discretionary AUM: $129.4M
- Clients: 4
- Accounts: 383

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| William Meredith Fons | CHIEF COMPLIANCE OFFICER | — |
| Christopher Paul Shea | MEMBER | — |
| Dawn Marie Williams | MEMBER | — |
| FONS WILLIAM MEREDITH | CHIEF COMPLAINCE OFFICER/MEMBER; CHIEF COMPLIANCE OFFICER; MEMBER | — |
| KLAWITTER CHARLES OSCAR | MEMBER | — |
| SHEA CHRISTOPHER PAUL | MEMBER | — |
| WILLIAMS DAWN MARIE | MEMBER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2002-11-05 | civil | THE DEFENDENT WAS NEGLIGENT IN FAILING TO USE VALUATION MODEL IN SELECTING THE SECURITIES FOR THE PLAINTIFF. | Final | $60K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111968/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111968/similar
- Related entities: https://search.stillhousedata.com/firm/111968/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111968

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.