# INTERSECT CAPITAL LLC

INTERSECT CAPITAL LLC of SAN RAMON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 122418
- Type: SEC-registered investment adviser
- SEC file number: 801-61821
- Location: 12657 ALCOSTA BOULEVARD, SUITE 400, SAN RAMON, CA, 94583
- Phone: 925-790-2894
- Latest filing: 2022-08-05
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $117.4M
- Clients: 4
- Accounts: 431

## Officers, owners & control persons (44)

_Showing 25 of 44 people._

| Name | Role | Location |
| --- | --- | --- |
| JONES WILLIAM DANIEL | PARTNER | — |
| WAGNER LEON MARK | PARTNER | — |
| BLODGETT LYNN ROBERT | CHIEF COMPLIANCE OFFICER | — |
| SHIELL DAVID WILLIAM | CO-MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; CO-MANAGING MEMBER/PRESIDENT; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ARMANINO ANDREW J | GENERAL/MANAGING PARTNER; MANAGING PARTNER | — |
| SHIELL DAVID | PRESIDENT | — |
| MOORE JOSEPH FRANCIS | MANAGING PARTNER OF AMLLP | — |
| MCLEAN JOSEPH R | CO-MANAGING MEMBER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; MEMBER | — |
| MOORE CHRISTOPHER | PARTNER | — |
| LEE DAVID | PARTNER | — |
| ANTONELLI LINDY | PARTNER | — |
| ARMANINO MATTHEW | GENERAL/MANAGING PARTNER; PARTNER | — |
| BORGIA SCOTT | PARTNER | — |
| BOWEN DAN | PARTNER | — |
| BRAUSE HERMAN | PARTNER | — |
| BROWN THERESA | PARTNER | — |
| BRYCHEL JOHN | PARTNER | — |
| CHAVEZ MATTHEW | PARTNER | — |
| CLESS BRAD | PARTNER | — |
| COLVIN LORI | PARTNER | — |
| COPELAND SCOTT | PARTNER | — |
| DAVIES JON | PARTNER | — |
| DAVIS DAVID | PARTNER | — |
| DUNICAN JOHN | PARTNER | — |
| MALCOLM ELLERBE | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122418/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122418/similar
- Related entities: https://search.stillhousedata.com/firm/122418/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122418

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.