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INTELLECTUS PARTNERS, LLC

SEC Form ADV profile.

Total regulatory AUM
$2,978,409,130
Discretionary
$2,004,495,957
Non-discretionary
$973,913,173

Firm details

CRD number
173140
SEC file number
801-93170
Main office
SAN FRANCISCO, CA, United States
Employees
13
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Performance-based

As of October 2026.