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Building 2INTELLECTUS PARTNERS, LLC

Map pinSAN FRANCISCO, CA
Phone415-795-7830
NotebookSEC #801-93170
Total AUM
$1.6B
Employees
13
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1050 BATTERY STREET
SUITE 100
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
415-795-7830
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
905
Discretionary
$1.3B
Accounts
765
Non-Discretionary
$277.1M
Accounts
140

ContactClients

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HNW Individual Clients
179
AUM
$1.5B
Pooled Vehicle Clients
7
AUM
$59.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNCNVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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