Intentgen Financial Partners: new SEC registration, $757M AUM, Naperville, IL
Intentgen Financial Partners (Naperville, Illinois): new SEC registration, $757M AUM, Naperville, IL. Its amount of 757 is top-decile (92nd percentile of 1,149 records). Dated 173 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 757 · 92th percentile of 1,149 NewRiaPulse records · 5.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Intentgen Financial Partners |
| Legal name | Lns Operations, LLC |
| CRD | 341913 |
| Status | Approved |
| Registered with the SEC | 2026-05-15 |
| Latest Form ADV filing | 2026-09-15 |
| Location | Naperville, IL, United States |
| Regulatory AUM | $756,604,853 |
| Accounts | 1845 |
| Employees | 16 |
| Website | HTTPS://WWW.INTENTGEN.COM |
| amount percentile | 92th of 1,149 (median 134, 5.6x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Bulletproof Capital, LLC · Transition Equity Partners, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Intentgen Financial Partners and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Intentgen Financial Partners's amount: 92nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $757M under management.
- Website on file.
What is the NewRiaPulse record for Intentgen Financial Partners in Naperville, Illinois?
Intentgen Financial Partners received SEC registration as an investment adviser (2026-05-15) with $756,604,853 in regulatory assets under management, based in Naperville, IL.
How does Intentgen Financial Partners compare to other Illinois NewRiaPulse records?
This is a top-decile record: its amount of 757 is 5.6x the median of 134 across 1,149 records. It is 173 days old; check the official source for later updates before acting.
Intentgen Financial Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Intentgen Financial Partners | Naperville, IL | 757 | 92nd | 2026-05-15 |
| Coefficient Capital | New York, NY | 735 | 92nd | 2026-10-01 |
| Sageone Investment Managers LLP | Pune | 691 | 91st | 2026-09-21 |
| Neman Ventures LLC | 854 | 93rd | 2026-08-05 |
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NewRiaPulse: $500M-$1B NewRiaPulse: records in Illinois NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.