DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Intellectus Partners, LLC
Intellectus Partners, LLC
Private equity with venture activity · probableSan Francisco, CAintellectuspartners.comSEC registered investment adviser
registered adviser; venture funds are 9% of 7 private funds
Importance
9
low
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
2
low
Identity and regulatory footprint
- Headquarters
- San Francisco, CAadviserinfo.sec.gov
- Office address
- 1050 BATTERY STREET, SUITE 100, San Francisco, CA, 94111adviserinfo.sec.gov
- Business phone
- 415-795-7830adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 2, 2024
- Private funds reported
- 7 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $94.9Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.2Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 13
- business email
- info@intellect.usintellect.uspublished by the subject
- business phone
- 415-795-7830adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, enterprise software, fintech, climate, energy, hardware, logistics, media
- Stages
- not stated or not yet read
- Geography
- boston, global, los angeles, miami, new york, pacific northwest, silicon valley, united states
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Intellectus Capital, LLC, Series 1 | Fund | 2021 form d first sale | Mature | $36.8M Jul 2, 2024 | 77 | $26.1M | Feb 18, 2021 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
9 current, 1 departed
Timothy Ng
Board or advisoryHead of Intellectus Private Markets, Group Head Entrepreneurial & Corporate Advisory
David J la Placa
Founder or executiveFounder, Chairman, CEO
Jay Casey
Founder or executiveCo-Founder, President
David Joseph Laplaca
Managing partnerManaging Member · since Jun 1, 2015
Thomas Edgar Casey
Managing partnerManaging Member · since Jun 1, 2015
Jeff Saccacio
OtherHead of Wealth Planning and Family Office Services
Kelly Morton
PartnerVice President of Client Planning, Associate Partner
Tina Chan
Platform and operationsVice President of Operations & Administration, Associate Partner
Tina Ching Chan
Platform and operationsChief Compliance Officer · since Jun 1, 2015
1 departed (kept with end dates)
- Daniel Adam Bernstein · Chief Compliance Officer · Sep 1, 2014 to Jun 26, 2015 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
6 dated events
- Mar 31, 2021Intellectus Capital, LLC, Series 1 first reported on Form ADV by Intellectus Partners, LLC (Hedge Fund), GAV $583,028Fund first reported on Form ADVFundsFactIntellectus Capital, LLC, Series 1SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jun 26, 2015Daniel Adam Bernstein (Chief Compliance Officer) no longer on Schedule A of Accrulim Wealth Management, LLC
- Jun 1, 2015David Joseph Laplaca joined Schedule A of Accrulim Wealth Management, LLC as Managing Member
- Jun 1, 2015Thomas Edgar Casey joined Schedule A of Accrulim Wealth Management, LLC as Managing Member
- Jun 1, 2015Tina Ching Chan joined Schedule A of Accrulim Wealth Management, LLC as Chief Compliance Officer
- Sep 19, 2014Accrulim Wealth Management, LLC first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 9% of 7 private funds
Evidence
61 observations from 2 sources