Intellectus Partners, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 173140
- Registered since
- April 21, 2015
- Website
- intellect.us
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI98.03%
- Pooled Investment Vehicles1.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Intellectus Partners, LLC is an independent, owner-operated RIA that provides fee-based advisory services to both individual/family and institutional clients. The firm is SEC registered (registered in 2015) and markets a mix of fee structures, including percentage-of-AUM, fixed fees, and performance-based arrangements. Its advisory capabilities span financial planning, discretionary portfolio management for individuals and businesses, management of pooled investment vehicles, and selection of external advisers — reflecting both direct portfolio management and a capital-allocation role. Intellectus identifies as a capital allocator and works with third-party managers as part of its client solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Private Funds32%
- Public Funds/Mutual Funds14%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
David La Placa
Founder, Chairman & CEOCRD 2419782
Contacts
3 of 5
Kelly Morton
Vice President of Client OperationsCRD 5873433
Tina Chan
Vice President of OperationsCRD 4507273
Thomas Casey
Co-Founder & PresidentCRD 3045309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$139M in ETFs
88%
$122M
<1%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHARF ETF (KAT) | $11.2M | 207,937 | 8.11% |
Location
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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