{ "crd_number": 173140, "slug": "intellectus-partners-llc-san-francisco-ca-173140", "primary_business_name": "INTELLECTUS PARTNERS, LLC", "legal_name": "INTELLECTUS PARTNERS, LLC", "dbas": [], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2015-04-21", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-10-01", "carried_forward": false, "raum_total": 2978409130.0, "raum_discretionary": 2004495957.0, "raum_non_discretionary": 973913173.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 13, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "high_net_worth_individuals": { "raum": 2919635726.0, "count": 197 }, "pooled_investment_vehicles": { "raum": 58773404.0, "count": 9 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "FL", "NC", "NV", "NY", "TX", "WA" ], "websites": [ "https://intellebox.ai", "https://intellect.us", "https://intellectuspartners.com", "https://linkedin.com/company/intellectus-partners-llc", "https://twitter.com/intellect_us" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173140", "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/intellectus-partners-llc-san-francisco-ca-173140", "display_name": "Intellectus Partners, LLC", "summary": "Intellectus Partners, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.", "citation": "AdvisorCensus. Intellectus Partners, LLC (CRD 173140): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Intellectus Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Intellectus Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "Where is Intellectus Partners, LLC located?", "a": "Intellectus Partners, LLC's principal office is in San Francisco, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Intellectus Partners, LLC registered with the SEC or a state?", "a": "Intellectus Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173140." }, { "q": "How much does Intellectus Partners, LLC manage?", "a": "Intellectus Partners, LLC reports $2,978,409,130 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (67% discretionary)." }, { "q": "How have Intellectus Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Intellectus Partners, LLC: Regulatory assets under management: $1,104,461,460 in the October 2021 data and $2,978,409,130 in the October 2026 data, up 170%. Total employees: 10 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Intellectus Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (197); pooled investment vehicles (other than investment companies and business development companies) (9)." }, { "q": "Which custodians does Intellectus Partners, LLC use?", "a": "Intellectus Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Intellectus Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173140" }, { "q": "What changed in Intellectus Partners, LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: Regulatory assets under management went from $1,569,366,389 to $2,978,409,130 (+90%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1104461460.0, "total_employees": 10, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1341107483.0, "total_employees": 15, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1024856954.0, "total_employees": 13, "filing_date": "2023-07-24" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1168948857.0, "total_employees": 13, "filing_date": "2024-07-02" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1278913181.0, "total_employees": 14, "filing_date": "2025-05-29" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2978409130.0, "total_employees": 13, "filing_date": "2026-10-01" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Regulatory assets under management went from $1,569,366,389 to $2,978,409,130 (+90%)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,278,913,181 to $1,569,366,389 (+23%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/intellectus-partners-llc-san-francisco-ca-173140.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 197, "fewer_than_5": false, "raum": 2919635726.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 58773404.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173140", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }