Intellectus Partners, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.3B
- Clients
- 186
- Avg AUM / client
- $8.4M
- Accounts
- 905
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 179 | $1.5B | 96.2% |
| Pooled investment vehicles (non-investment companies) | 7 | $59.5M | 3.79% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $94.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mvp Sxf4 Fund A Series Of Marcy Venture Partners Opportunity Llc | Other Private Fund | Delaware | $49.0M | 13 |
| Intellectus Capital, Llc, Series 1 | Venture Capital Fund | Delaware | $36.8M | 77 |
| Intellectus Ventures, Llc, Series 10 | Other Private Fund | Delaware | $5.3M | 23 |
| Intellectus Ventures, Llc, Series 9 | Other Private Fund | Delaware | $2.2M | 35 |
| Intellectus Ventures, Llc, Series 7 | Other Private Fund | Delaware | $1.4M | 43 |
| Intellectus Ventures, Llc, Series 8 | Other Private Fund | Delaware | $100K | 35 |
| Intellectus Ventures, Llc, Series 3 | Other Private Fund | Delaware | $7.4K | 18 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Joseph La Placa | Managing Member | Jun 2015 (11y) | 50% – 75% | |
| Thomas Edgar Casey | Managing Member | Jun 2015 (11y) | 25% – 50% | |
| Tina Ching Chan | Chief Compliance Officer | Jun 2015 (11y) | Less than 5% | |
| Kelly Paul Morton | Registered representative | Jun 2015 (11y) | ||
| Junlong Nicholas Tan | Registered representative | Nov 2020 (6y) | ||
| Maximillian Tobias Oxenbridge | Registered representative | May 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $94.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mvp Sxf4 Fund A Series Of Marcy Venture Partners Opportunity Llc | Other Private Fund | $49.0M | $100K | 13 |
| Intellectus Capital, Llc, Series 1 | Venture Capital Fund | $36.8M | $500K | 77 |
| Intellectus Ventures, Llc, Series 10 | Other Private Fund | $5.3M | $250K | 23 |
| Intellectus Ventures, Llc, Series 9 | Other Private Fund | $2.2M | $20.0K | 35 |
| Intellectus Ventures, Llc, Series 7 | Other Private Fund | $1.4M | $50.0K | 43 |
| Intellectus Ventures, Llc, Series 8 | Other Private Fund | $100K | $100K | 35 |
| Intellectus Ventures, Llc, Series 3 | Other Private Fund | $7.4K | $15.0K | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 2.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $920M (59% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 01, 2026.
View current Form ADV (SEC/IAPD) ↗