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

Clients

Accounts

881

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 9, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
BERNSTEIN, DANIEL, ADAM	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
CHAN, TINA, CHING	I	CHIEF COMPLIANCE OFFICER	NA	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
INTERIM HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
LAPLACA, DAVID, JOSEPH	I	MANAGING MEMBER	D	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control
CASEY, THOMAS, EDGAR	I	MANAGING MEMBER	C	Control

Registrations

Federal

May 9, 2025 REGISTERED

Notice Filings (21)

CA CT DC FL HI IL KS KY LA MA MI NC NE NJ NV NY PA PR TX VI WA

Address

1050 BATTERY STREET
SUITE 100
SAN FRANCISCO, CA 94111
United States

Phone: 415-795-7830