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
- 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
FINTRXOverview
Intellectus Partners, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2015. The firm is owned by an individual and describes itself as a capital allocator serving both individual & family and institutional clients. Its advisory services cover financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and selection of other advisers. The firm uses a mix of fee arrangements — percentage of AUM, fixed fees and performance-based fees — and is not identified as an active ESG investor.
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 Equities52%
- Private Funds23%
- Other9%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds5%
Owners & executives
1 of 1DAVID LA PLACA
Founder, Chairman & CEOCRD 2419782
Contacts
3 of 5JUNLONG TAN
Research AnalystCRD 5761751
KELLY MORTON
Vice President of Client OperationsCRD 5873433
TINA CHAN
Vice President of OperationsCRD 4507273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$127M in ETFs
88%
$111M
<1%
$15.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHARF ETF (KAT) | $11.5M | 215,504 | 9.13% |
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
Similar firms
GOODFINCH MANAGEMENT, LLC
RIASAN FRANCISCO, CA
HOMESTEAD CAPITAL USA, LLC
RIASAN FRANCISCO, CA
UNISON INVESTMENT MANAGEMENT, LLC
RIASAN FRANCISCO, CA
CORDILLERA INVESTMENT PARTNERS, L.P.
RIASAN FRANCISCO, CA
ERA PARTNERS LLC
RIASAN FRANCISCO, CA
PARK PRESIDIO CAPITAL LLC
RIASAN FRANCISCO, CA