Intentional Asset Management
Financial Services • 
12 East 49th Street, Floor 11, United States • 21-50 Employees
Company overview
| Headquarters | 12 East 49th Street, Floor 11, New York, New York 10017, US |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Venture Capital, Private Equity, Investment Management, Impact Finance, Behavioral Finance, Wealth Advisory, Emerging And Frontier Markets, Public Equities, Systems Approach, Impact Measurement And Management |
| Founded | 2017 |
| Employees | 21-50 |
| Socials |
Key Contacts at Intentional Asset Management
Heather Mcgee
Chief Executive Officer
Tirtha Patel
Director Of Research
Xolile Bödecker
Director, Asset Management
Intentional Asset Management Email Formats
Intentional Asset Management uses 5 email formats. The most common is {first name} (e.g., john@17assetmanagement.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@17assetmanagement.com | 42.1% |
{first initial}{last name} | jdoe@17assetmanagement.com | 26.3% |
{first initial} | j@17assetmanagement.com | 15.8% |
{last name}{last name} | doedoe@17assetmanagement.com | 10.5% |
{first name}{last name} | johndoe@17assetmanagement.com | 5.3% |
About Intentional Asset Management
Intentional Asset Management (IAM) is a boutique investment advisory firm built on the belief that intentionality is a leading indicator of long-term performance. We combine institutional investment rigor, human-centered design, and integrated wealth servicing to help clients achieve not only financial success, but alignment with their long-term goals. Our strategies span both public and private markets. In public equities, we offer thematic model portfolios that translate systemic challenges into concentrated, research-driven strategies designed for resilient returns. In private markets, our flagship Caribbean Food Systems Growth Fund (CaribGROW) aims to channel capital into high-impact, growth-stage businesses that strengthen food security, expand export potential, and build climate resilience across the region. Every investment decision we make is grounded in rigorous bottom-up fundamental analysis, supported by technical evaluation, and informed by our systems-based approach to product design. By focusing on companies that align intentional solutions with operational excellence, we create portfolios that are positioned to withstand volatility, capture new growth, and deliver superior risk-adjusted returns across market cycles. IAM is wholly owned and operated by 17 Asset Management, and works in close collaboration with the Intentional Investment Institute, our nonprofit arm dedicated to research, thought leadership, and field-building in intentional investing.
Intentional Asset Management revenue & valuation
| Annual revenue | $2,994,425 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Intentional Asset Management has 12 employees across 5 departments.
Departments
Number of employees
Funding Data
Intentional Asset Management has never raised funding before.
Intentional Asset Management Tech Stack
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United Arab Emirates
Netherlands
United Kingdom
Saudi Arabia
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