SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Intellectus Partners, LLC
San Francisco, CA
CRD 173140
Firm filing updated August 1, 2026 ·
- $1.6BAssets
- 186Clients
- 6Advisory staff
- 905Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals179
- Pooled vehicles7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 179 | $1.5 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $59.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.6 billion
- Accounts905
- Discretionary$1.3 billion · 765 accounts
- Non-discretionary$277.1 million · 140 accounts
People
- Employees13
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 173140, SEC file 801-93170.
- Registered with the SEC as an investment advisor (status date on record: April 21, 2015).
Is Intellectus Partners, LLC a fiduciary?
Short answer: Intellectus Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.