INTELLECTUS PARTNERS, LLC

CRD 173140 · SEC 801-93170

Visit website

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

Phone

415-795-7830

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.57B

Discretionary AUM

$1.29B

Team

13 total employees; 6 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	179	$1.51B
Pooled investment vehicles	7	$59.5M

States served

CA, NV, NY, NC, WA, TX, FL

All web addresses on file

HTTP://INTELLECT.US/
http://www.intellebox.ai
https://www.linkedin.com/company/intellectus-partners-llc
https://twitter.com/intellect_us
HTTP://WWW.INTELLECTUSPARTNERS.COM/

Official SEC filing: View on IAPD