Intellectus Partners

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Intellectus Partners — overview

About

Established in 2014, Intellectus Partners is a California-based wealth manager. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it provides include financial planning, portfolio management, risk management, investment management, Philanthropy planning, and family-office services. The services are offered to high-net-worth individuals, business entities, trusts, estates, charitable organizations, pooled investment vehicles, and series funds.

Intellectus Partners - known decision makers (6)

Position	Location	Asset Class
Co-Founder & President	San Francisco, US	PEREHF
Founder, Chairman & Chief Executive Officer	San Francisco, US	PEREHF
Head of Wealth Planning & Family Office Services	San Francisco, US	PEREHF
Head of Intellectus Private Markets, Group Head Entrepreneurial & Corporate Advisory	San Francisco, US	PEREHF
Vice President of Client Planning & Associate Partner	San Francisco, US	PEREHF

Showing 5 of 6 known decision makers Intellectus Partners

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo