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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- MeridianPrime meridian +more
- Established Date
- 04-21-2015
- Office Locations
- 3
Office Locations
About Intellectus Partners, LLC
Intellectus Partners is a San Francisco–based independent wealth and investment advisory firm serving entrepreneurs and senior executives. The team provides lifecycle advice spanning liquidity and equity ownership planning, portfolio construction, and sourcing/diligence of investment managers and opportunities (including private markets), alongside wealth transfer, family office, and philanthropic/impact planning. Operates on Dynasty Financial Partners’ platform and offers a proprietary AI client engagement portal (Intellebox).
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID JOSEPH LA PLACA
Financial Advisor, General Partner, Managing Member
- CRD
- #2419782
- Ownership
- 50% but less than 75%
THOMAS EDGAR CASEY II
Managing Member, Vice President
- CRD
- #3045309
- Ownership
- 25% but less than 50%
Vital focus
Delta catalyst signal
- CRD
- #81865
- Ownership
- 10.6%
Showing 2 of 3 owners & executives
Unlock allContacts
KELLY PAUL MORTON
Advisor
- CRD
- #5873433
Maximillian Tobias Oxenbridge
--
- CRD
- #7205602
Horizon north
Harbor quantum pathway
- CRD
- #51414
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,292,311,190 | $1,689,296 |
| Non-Discretionary | $277,055,199 | $1,978,966 |
| Total | $1,569,366,389 | $1,734,107 |
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Separately Managed Accounts
Total SMA Asset: $1,509,822,959
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $100,702,223 | 8.5% |
| Private Funds | $48,574,013 | 4.1% |
| Other | $157,569,361 | 13.3% |
| Cash | $226,283,818 | 19.1% |
| Public Funds | $168,231,949 | 14.2% |
| Corporate - Investment Grade | $77,007,582 | 6.5% |
| Corporate - Non-Investment Grade | $216,805,962 | 18.3% |
| Other | $189,557,126 | 16.0% |
| Total | $1,184,732,034 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR DELTA MOMENTUM | FOCUS VERTEX | 0HKLWLHL0 | AXI | 4.95% | $87,099,681 |
| ATLAS CATALYST | BEACON VITAL | KPMK23MZ3 | KXC | 12.29% | $42,088,614 |
| MOMENTUM CATALYST | VALUE WAVE | H2ZOYZ5ZX | KIPOO | 7.51% | $117,551,495 |
| VECTOR MATRIX VERTEX | VALUE RADIAL | Z70TJ0LMK | MQUX | 7.95% | $13,483,084 |
| SIGNAL FOCUS HORIZON | ZENITH MERIDIAN | C0MGIU60B | ERXFA | 2.94% | $36,536,717 |
| TIMBER NORTH | ZENITH CAPITAL | AX8YD6ERN | ZMLL | 7.70% | $45,134,176 |
| PATHWAY ZENITH | VALUE WAVE | FV9AKDJYV | JKYV | 2.19% | $119,448,036 |
| CREST ZENITH | OAK BEACON | RO0R966NK | VQTH | 10.91% | $6,673,417 |