Intelligent Lending Advisers, LLC (Boston)

Name: Intelligent Lending Advisers, LLC
Address: One Boston Place, Boston, MA, 02108
Telephone: (617) 299-6475

Intelligent Lending Advisers, LLC is a large advisory firm based in Boston. It manages $130.5 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Massachusetts.

Intelligent Lending Advisers provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intelligent Lending Advisers: assets under management

The assets under management (AUM) of Intelligent Lending Advisers, LLC is $130.5 million. The firm's AUM has grown by 30% since the beginning of its operation, and $130 million of the total AUM is attributable to clients outside of the United States.

The firm manages $500 thousand in discretionary accounts and $130 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $130 million.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Intelligent Lending Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Intelligent Lending Advisers serves?

The firm provides services to investment companies and high net worth individuals. The largest group of clients of Intelligent Lending Advisers is investment companies with 1 clients and $130 million of assets under management. Among the 10 most similar advisory firms, Intelligent Lending Advisers has the 3rd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $130.5 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Intelligent Lending Advisers also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at Intelligent Lending Advisers, LLC

The company employs 5 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Leatherbury Grant	Managing member; chief compliance officer	1 Sep 2015	Other	5395521
Christopher James Malloy	Managing member	1 Sep 2015	Other	xxx-xx-xxxx
Chris Malloy	Managing member	1 Sep 2015	Other	xxx-xx-xxxx
Lauren Harry Cohen	Managing member	1 Oct 2015	Other	xxx-xx-xxxx
Lauren H Cohen	Managing member	1 Oct 2015	Other	xxx-xx-xxxx
Zirbe Us Limited	Managing member	1 Feb 2018	50% - 75%	37-1888619

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Starup Petersen Skovgaard	Owner	1 Feb 2018	25% - 50%	6909802
Michael Skovgaard	Owner	1 Feb 2018	25% - 50%	6909802

Based in Boston

The principal office where Intelligent Lending Advisers, LLC performs its advisory services is located at One Boston Place, Boston, MA 02108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (617) 299-6475. The normal business hours are 9:00am to 4:30pm on Monday - Friday. You can find more information about the New York firm at ph.linkedin.com/company/intelligent-lending-advisers.