Wealth manager, independent · SAN Francisco, CA
Intellectus Partners, LLC
SEC-registered investment adviser · CRD 173140 · SEC 801-93170
At a glance
Intellectus Partners, LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $3.0B in regulatory assets under management as of its Form ADV filed October 1, 2026. It reports 197 individual clients, 197 of them high-net-worth, holding an average of about $15 million each, and 13 employees. That ranks it 361st among the nation’s 5,657 independent wealth management RIAs and 44th of 714 in California. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Up $1.4B from $1.6B in its previous filing; rank 692 → 361. This month’s movers →
Main office 415-795-7830intellectuspartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.0B
- Rank among independent wealth managers
- #361 of 5,657
- Rank among all SEC RIAs
- #2,842 of 17,210
- Rank in California
- #44 of 714
- Individual clients
- 197
- High-net-worth clients
- 197
- Accounts
- 1,219
- Discretionary
- 67% of AUM
- Employees
- 13
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- David J. LaplacaManaging Member
- Thomas E. CaseyManaging Member
- Tina C. ChanChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Intellectus Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 197 | $2.9B | 98% |
| Pooled investment vehicles | 9 | $59M | 2% |
Private funds
Intellectus Partners, LLC reports 7 private funds with $58M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Intellectus Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗intellectuspartners.com ↗
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The full record on Intellectus Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,373 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Monograph Wealth Advisors, LLCManhattan Beach | $3.2B | 206 |
| Trilogy Capital, Inc.Irvine | $3.2B | 8,058 |
| Earned Wealth Advisors, LLCWalnut Creek | $3.1B | 1,461 |
| Point Olema Capital Partners, L.P.SAN Francisco | $2.9B | 17 |
| Asset Dedication, LLCSAN Francisco | $2.9B | 1,986 |
| Fort Point Capital Partners LLCSAN Francisco | $2.9B | 431 |
Background
Questions
How much does Intellectus Partners, LLC manage?
Intellectus Partners, LLC reports $3.0B in regulatory assets under management across 1,219 accounts, 67% of it on a discretionary basis, on its Form ADV filed October 1, 2026.
How many clients does Intellectus Partners, LLC have?
It reports 197 individual clients: 197 high-net-worth individuals and 0 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Intellectus Partners, LLC headquartered?
Its main office is in SAN Francisco, California. It reports 2 offices in total and 13 employees, 6 of whom perform investment advisory functions.
How does Intellectus Partners, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Intellectus Partners, LLC use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 1, 2026, it reports these amounts held: Fidelity ($920M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Intellectus Partners, LLC a hybrid RIA with a broker-dealer?
Intellectus Partners, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Intellectus Partners, LLC a fiduciary?
As an SEC-registered investment adviser, Intellectus Partners, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Intellectus Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →