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INTELLECTUS PARTNERS, LLC
CRD 173140File 801-93170
APPROVED
Retail clients
Custody
Filing as of Aug 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.57B
Above cohort median (national)
Discretionary AUM
$1.29B
Non-discretionary $277.1M
Clients
186
905 accounts
Employees
13
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 21, 2015
- Principal office
- 1050 BATTERY STREET, SUITE 100, SAN FRANCISCO, CA, 94111
- Phone
- 415-795-7830
- Website
- HTTP://INTELLECT.US/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.57B
- Discretionary AUM
- $1.29B
- Non-discretionary AUM
- $277.1M
- Discretionary accounts
- 765
- Non-discretionary accounts
- 140
- Total accounts
- 905
- AUM per client
- $8.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 179 | $1.51B |
| Pooled investment vehicles | 7 | $59.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.