INTELLECTUS PARTNERS, LLC
CRD #173140 SEC #801-93170 SAN FRANCISCO, CA 415-795-7830
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1B
Employees
14
Clients
25
Accounts
881
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $1.3B | $1B | $244.2M | 14 | 0 |
| May 2025 | $1.3B | $1B | $244.2M | 14 | 0 |
| Apr 2025 | $1.3B | $1B | $244.2M | 14 | 0 |
| Apr 2025 | $1.3B | $1B | $244.2M | 14 | 0 |
| Mar 2025 | $1.3B | $1B | $244.2M | 14 | 0 |
| Jul 2024 | $1.2B | $852.6M | $316.3M | 13 | 0 |
| Apr 2024 | $1.2B | $852.6M | $316.3M | 13 | 0 |
| Mar 2024 | $1.2B | $852.3M | $316.3M | 13 | 0 |
| Jul 2023 | $1B | $802.1M | $222.7M | 13 | 0 |
| Jul 2023 | $1B | $802.1M | $222.7M | 13 | 0 |
| Jun 2023 | $1B | $802.1M | $222.7M | 13 | 0 |
| Jun 2023 | $1B | $802.1M | $222.7M | 13 | 0 |
| Mar 2023 | $1B | $802.1M | $222.7M | 13 | 0 |
| Mar 2022 | $1.3B | $971M | $370.1M | 15 | 0 |
| Nov 2021 | $1.1B | $840.2M | $264.3M | 10 | 0 |
| Mar 2021 | $1.2B | $859.2M | $316M | 10 | 0 |
| Sep 2020 | $908.5M | $562.4M | $346.1M | 10 | 1 |
| Sep 2020 | $908.5M | $562.4M | $346.1M | 10 | 1 |
| Jun 2020 | $908.5M | $562.4M | $346.1M | 10 | 1 |
| Apr 2020 | $908.5M | $562.4M | $346.1M | 10 | 1 |
| Mar 2020 | $908.5M | $562.4M | $346.1M | 10 | 1 |
| Sep 2019 | $661.8M | $413M | $248.7M | 8 | 4 |
| Mar 2019 | $661.8M | $413M | $248.7M | 8 | 4 |
| Mar 2018 | $763.2M | $474.8M | $288.4M | 7 | 0 |
| Apr 2017 | $626.6M | $302.3M | $324.3M | 5 | 100 |
| Mar 2017 | $626.6M | $302.3M | $324.3M | 5 | 100 |
| Sep 2016 | $405M | $239.7M | $165.3M | 6 | 26 |
| Apr 2016 | $405M | $239.7M | $165.3M | 6 | 26 |
| Mar 2016 | $405M | $239.7M | $165.3M | 6 | 26 |
| Nov 2015 | $135.4M | $135.4M | $0 | 5 | 0 |
| Sep 2015 | $135.4M | $135.4M | $0 | 5 | 0 |
| Sep 2015 | $0 | $0 | $0 | 5 | 0 |
| Jun 2015 | $0 | $0 | $0 | 5 | 0 |
| Apr 2015 | $0 | $0 | $0 | 5 | 0 |
| Sep 2014 | $0 | $0 | $0 | 5 | 0 |
DateMay 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$244.2M
Employees14
Clients0
DateMay 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$244.2M
Employees14
Clients0
DateApr 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$244.2M
Employees14
Clients0
DateApr 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$244.2M
Employees14
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1B
Non-Disc.$244.2M
Employees14
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$852.6M
Non-Disc.$316.3M
Employees13
Clients0
DateApr 2024
Total AUM$1.2B
Discretionary$852.6M
Non-Disc.$316.3M
Employees13
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$852.3M
Non-Disc.$316.3M
Employees13
Clients0
DateJul 2023
Total AUM$1B
Discretionary$802.1M
Non-Disc.$222.7M
Employees13
Clients0
DateJul 2023
Total AUM$1B
Discretionary$802.1M
Non-Disc.$222.7M
Employees13
Clients0
DateJun 2023
Total AUM$1B
Discretionary$802.1M
Non-Disc.$222.7M
Employees13
Clients0
DateJun 2023
Total AUM$1B
Discretionary$802.1M
Non-Disc.$222.7M
Employees13
Clients0
DateMar 2023
Total AUM$1B
Discretionary$802.1M
Non-Disc.$222.7M
Employees13
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$971M
Non-Disc.$370.1M
Employees15
Clients0
DateNov 2021
Total AUM$1.1B
Discretionary$840.2M
Non-Disc.$264.3M
Employees10
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$859.2M
Non-Disc.$316M
Employees10
Clients0
DateSep 2020
Total AUM$908.5M
Discretionary$562.4M
Non-Disc.$346.1M
Employees10
Clients1
DateSep 2020
Total AUM$908.5M
Discretionary$562.4M
Non-Disc.$346.1M
Employees10
Clients1
DateJun 2020
Total AUM$908.5M
Discretionary$562.4M
Non-Disc.$346.1M
Employees10
Clients1
DateApr 2020
Total AUM$908.5M
Discretionary$562.4M
Non-Disc.$346.1M
Employees10
Clients1
DateMar 2020
Total AUM$908.5M
Discretionary$562.4M
Non-Disc.$346.1M
Employees10
Clients1
DateSep 2019
Total AUM$661.8M
Discretionary$413M
Non-Disc.$248.7M
Employees8
Clients4
DateMar 2019
Total AUM$661.8M
Discretionary$413M
Non-Disc.$248.7M
Employees8
Clients4
DateMar 2018
Total AUM$763.2M
Discretionary$474.8M
Non-Disc.$288.4M
Employees7
Clients0
DateApr 2017
Total AUM$626.6M
Discretionary$302.3M
Non-Disc.$324.3M
Employees5
Clients100
DateMar 2017
Total AUM$626.6M
Discretionary$302.3M
Non-Disc.$324.3M
Employees5
Clients100
DateSep 2016
Total AUM$405M
Discretionary$239.7M
Non-Disc.$165.3M
Employees6
Clients26
DateApr 2016
Total AUM$405M
Discretionary$239.7M
Non-Disc.$165.3M
Employees6
Clients26
DateMar 2016
Total AUM$405M
Discretionary$239.7M
Non-Disc.$165.3M
Employees6
Clients26
DateNov 2015
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2015
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0