# Intentional Asset Management

> Intentional Asset Management is a state-registered investment advisory firm in New York, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 322991
- Filed as: INTENTIONAL ASSET MANAGEMENT
- Legal name: Intentional Funds LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322991
- AdvisorCensus page: https://advisorcensus.com/firm/intentional-asset-management-new-york-ny-322991

## Quick answers

**How is Intentional Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Intentional Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Intentional Asset Management located?**
Intentional Asset Management's principal office is in New York, NY, according to its Form ADV.

**Is Intentional Asset Management registered with the SEC or a state?**
Intentional Asset Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 322991.

**How much does Intentional Asset Management manage?**
Intentional Asset Management reports $500,000 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Intentional Asset Management's assets and staff changed since 2024?**
In the Form ADV data for Intentional Asset Management: Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Intentional Asset Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Intentional Asset Management report any disciplinary disclosures?**
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/322991

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $500,000
- Discretionary: $500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $500,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intentionalfunds.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 4 | June 12, 2024 |
| October 2026 | $500,000 | 6 | June 30, 2026 |

Total employees: 4 in October 2024 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intentional Asset Management (CRD 322991): Form ADV filing data as of October 2026.