INTELLECTUS PARTNERS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 173140). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Chan M Ching | CHIEF COMPLIANCE OFFICER | Central, K3 |
| David Joseph Laplaca | MANAGING MEMBER | — |
| Thomas Edgar Casey | MANAGING MEMBER | — |
| Tina Ching Chan | CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| LAPLACA DAVID JOSEPH | MANAGING MEMBER | — |
| CASEY THOMAS EDGAR | MANAGING MEMBER | — |