# INTELLECTUS PARTNERS, LLC

INTELLECTUS PARTNERS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 173140
- Type: SEC-registered investment adviser
- SEC file number: 801-93170
- Location: 1050 BATTERY STREET, SAN FRANCISCO, CA, 94111
- Phone: 415-795-7830
- Latest filing: 2026-08-01
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $277.1M
- Clients: 13
- Accounts: 905

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173140/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173140/similar
- Related entities: https://search.stillhousedata.com/firm/173140/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173140

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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.