Intellectus Partners, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.6B
Discretionary
$1.3B
82% of AUM
Avg account
$1.7M
Accounts
905
Employees
13
Advisory reps
6

Firm details

Headquarters
San Francisco, California
CRD number
173140
Registered since
April 21, 2015
Website
intellect.us
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI96.21%
  • Pooled Investment Vehicles3.79%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Intellectus Partners, LLC is an independent, SEC-registered registered investment adviser established in 2015 and organized as a limited liability company. The firm serves both individual/family and institutional clients and acts as a capital allocator and manager of pooled vehicles. Its advisory services include financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Private Funds 23%, Other 9%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%52%
  • Exchange Traded Equities52%
  • Private Funds23%
  • Other9%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds5%

Owners & executives

1 of 1
  • David La Placa

    David La Placa

    Founder, Chairman & CEOCRD 2419782

Contacts

3 of 5
  • Kelly Morton

    Kelly Morton

    Vice President of Client OperationsCRD 5873433

  • Tina Chan

    Tina Chan

    Vice President of OperationsCRD 4507273

  • Thomas Casey

    Thomas Casey

    Co-Founder & PresidentCRD 3045309

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 179

Active vs passive

$265M in ETFs

Passive

92%

$244M

Active

<1%

$20.4M

ETFProviderStyleCategoryValueShares% of portfolio
SCHARF ETF (KAT)$11.2M207,9374.25%
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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1050 Battery St
Time zone
PT (UTC-8)
Office locations

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