{
  "crd_number": 108833,
  "slug": "intelligent-investment-management-llp-durango-co-108833",
  "primary_business_name": "INTELLIGENT INVESTMENT MANAGEMENT,LLP",
  "legal_name": "INTELLIGENT INVESTMENT MANAGEMENT,LLP",
  "dbas": [],
  "city": "Durango",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "20420",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-06-14",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-05-04",
  "carried_forward": false,
  "raum_total": 104722130.0,
  "raum_discretionary": 104722130.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 27403152.0,
      "count": 77
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 72741016.0,
      "count": 27
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 4577962.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://intelligentim.com",
    "https://intelligentinvestmentmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108833",
  "city_as_filed": "DURANGO",
  "url": "https://advisorcensus.com/firm/intelligent-investment-management-llp-durango-co-108833",
  "display_name": "Intelligent Investment Management,llp",
  "summary": "Intelligent Investment Management,llp is a state-registered investment advisory firm in Durango, CO, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.",
  "citation": "AdvisorCensus. Intelligent Investment Management,llp (CRD 108833): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Intelligent Investment Management,llp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Intelligent Investment Management,llp reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Intelligent Investment Management,llp located?",
      "a": "Intelligent Investment Management,llp's principal office is in Durango, CO, according to its Form ADV."
    },
    {
      "q": "Is Intelligent Investment Management,llp registered with the SEC or a state?",
      "a": "Intelligent Investment Management,llp is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 108833."
    },
    {
      "q": "How much does Intelligent Investment Management,llp manage?",
      "a": "Intelligent Investment Management,llp reports $104,722,130 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Intelligent Investment Management,llp serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (27); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Does Intelligent Investment Management,llp report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/108833"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/intelligent-investment-management-llp-durango-co-108833.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 77,
      "fewer_than_5": false,
      "raum": 27403152.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 72741016.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 4577962.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108833",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}