# Intellectus Partners, LLC

> 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.

- CRD: 173140
- Filed as: INTELLECTUS PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173140
- AdvisorCensus page: https://advisorcensus.com/firm/intellectus-partners-llc-san-francisco-ca-173140

## Quick answers

**How is Intellectus Partners, LLC compensated?**
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.

**Where is Intellectus Partners, LLC located?**
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).

**Is Intellectus Partners, LLC registered with the SEC or a state?**
Intellectus Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173140.

**How much does Intellectus Partners, LLC manage?**
Intellectus Partners, LLC reports $2,978,409,130 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (67% discretionary).

**How have Intellectus Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Intellectus Partners, LLC serve?**
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).

**Which custodians does Intellectus Partners, LLC use?**
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.

**Does Intellectus Partners, LLC report any disciplinary disclosures?**
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

**What changed in Intellectus Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $1,569,366,389 to $2,978,409,130 (+90%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,978,409,130
- Discretionary: $2,004,495,957
- Non-discretionary: $973,913,173

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 197 | $2,919,635,726 |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $58,773,404 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NC, NV, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Charlotte, NC

### Websites listed on Form ADV (Item 1.I)
- intellebox.ai
- intellect.us
- intellectuspartners.com
- LinkedIn @intellectus-partners-llc
- X @intellect_us

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,104,461,460 | 10 | March 31, 2021 |
| October 2022 | $1,341,107,483 | 15 | March 31, 2022 |
| October 2023 | $1,024,856,954 | 13 | July 24, 2023 |
| October 2024 | $1,168,948,857 | 13 | July 2, 2024 |
| October 2025 | $1,278,913,181 | 14 | May 29, 2025 |
| October 2026 | $2,978,409,130 | 13 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $1,569,366,389 to $2,978,409,130 (+90%).

### April 2026
- Regulatory assets under management went from $1,278,913,181 to $1,569,366,389 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intellectus Partners, LLC (CRD 173140): Form ADV filing data as of October 2026.