# INTENTIONAL ASSET MANAGEMENT

INTENTIONAL ASSET MANAGEMENT of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 322991
- Type: SEC-registered investment adviser
- SEC file number: 801-129833
- Location: 12 EAST 49TH STREET, NEW YORK, NY, 10017-1012
- Phone: 917-776-7237
- Latest filing: 2026-06-30
- Regulatory AUM: $500K
- Discretionary AUM: $500K
- Clients: 6
- Accounts: 1

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MORRIS JOHN LOGAN | MEMBER; MEMBER, EXECUTIVE CHAIRMAN | — |
| MCGEE HEATHER LAUREN | CCO; MEMBER, CHIEF EXECUTIVE OFFICER , CCO | — |
| Morris Susan Teare | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322991/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322991/similar
- Related entities: https://search.stillhousedata.com/firm/322991/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322991

---

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.