Intellectus Partners, LLC

CRD 173140 · San Francisco, CA · $1.6B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 173140
SEC number: 801-93170
Firm type: RIA
Assets under management: $1.6B as of May 26, 2026
Website: www.linkedin.com/company/intellectus-partners-llc ↗
Phone: 415-795-7830
Address: 1050 Battery Street, San Francisco, CA, 94111

Advisors at this firm

6 in our index · page 1 of 1

Thomas Edgar CaseyCRD 3045309 · Charlotte, NC

IA Registered
Tina Ching ChanCRD 4507273 · San Francisco, CA

IA Registered
David Joseph La PlacaCRD 2419782 · San Francisco, CA

IA Registered
Kelly Paul MortonCRD 5873433 · San Francisco, CA

IA Registered
Maximillian Tobias OxenbridgeCRD 7205602 · Miami, FL

IA RegisteredRegistration inactive
Junlong Nicholas TanCRD 5761751 · San Francisco, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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