Intellectus Partners, LLC
Candidate, based in San Francisco, California, reporting $36.8M of fund assets on its funds' Form ADV filings.
Composed from this organization's classification, location and filed figures.
5 additional team members, 2 events, 3 verified contacts (1 general firm email, 1 firm phone, 1 professional url)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- Vice President of Client Planning, Associate PartnerWhy: Runs the firm (chief executive or president)No route on file yet
- Managing MemberWhy: Named with investment responsibilityNo route on file yet
- Managing MemberWhy: Named with investment responsibilityNo route on file yet
Relationship network
9 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Intellectus Partners, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Intellectus Partners, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- 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
Team
9 current, 1 departed
Decision makers
- Kelly Morton · Vice President of Client Planning, Associate PartnerWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Member
- Managing Member
- Vice President of Client Planning, Associate Partner
1 departed (kept with end dates)
- Daniel Adam Bernstein · Chief Compliance Officer · Sep 1, 2014 to Jun 26, 2015 Inference
Contacts
1 general firm email, 1 firm phone, 1 professional url on record, each with its source. Values open with the complete profile.
Funds and LPs
1 vehicle, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Intellectus Capital, LLC, Series 1 | Fund · ADV: Other Private Fund | 2021 form d first sale | Mature | $36.8M Aug 1, 2026 | 77 | $26.1M | Feb 18, 2021 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 3 other DFX graphs
Co-investors
Across DFX and the capital chainon 3 other DFX graphs ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on RIA and Wealth, Independent Sponsors, Private Equity, matched by identifier. See which records
Intellectus Partners, LLC is the same institution as 3 records in RIA and Wealth, Independent Sponsors and Private Equity.
DFX found 3 relationships across 3 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
7 dated events, 81 observations from 3 sources
Timeline
- seen on or beforeSep 24, 2026Intellectus Partners, LLC: PE_WITH_VENTURE_ACTIVITY -> CANDIDATE_VC (no sworn venture fact yet (name or round mention only))Classification changedClassificationInference
- Mar 31, 2021Intellectus Capital, LLC, Series 1 first reported on Form ADV by Intellectus Partners, LLC (Hedge Fund), GAV $583,028
- Jun 26, 2015Daniel Adam Bernstein (Chief Compliance Officer) no longer on Schedule A of Accrulim Wealth Management, LLC
- Jun 1, 2015Thomas Edgar Casey joined Schedule A of Accrulim Wealth Management, LLC as Managing Member
- Jun 1, 2015David Joseph Laplaca joined Schedule A of Accrulim Wealth Management, LLC as Managing Member
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Aug 1, 2026 · 7 private fundsShowHide
- Headquarters
- San Francisco, CAadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- INTELLECTUSPARTNERS.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Aug 1, 2026
- Private funds reported
- 7 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $60.1Madviserinfo.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
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 24, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 7 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 9% of 7 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | Aug 1, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jul 2, 2024 | Fact | Form ADV |
| First Form ADV filing | 2014-09-19 | Aug 1, 2026 | Fact | Form ADV |
| First Form ADV filing | 2014-09-19 | Jul 2, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-08-01 | Aug 1, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-07-02 | Jul 2, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | Aug 1, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Jul 2, 2024 | Fact | Form ADV |
| Business phone | Jul 2, 2024 | Fact | Form ADV | |
| Contact page url | Oct 1, 2026 | Fact | ||
| Contact page url | Sep 16, 2026 | Fact | ||
| Employees | 13 | Jul 2, 2024 | Fact | Form ADV |
| Headquarters | San Francisco, CA | Jul 2, 2024 | Fact | Form ADV |
| Office address | Jul 2, 2024 | Fact | Form ADV | |
| Self-described type | Family office | Oct 1, 2026 | Fact | |
| Self-described type | Family office | Sep 16, 2026 | Fact | |
| Self-described type | Family office | Sep 13, 2026 | Fact | |
| Private funds reported | 7 | Aug 1, 2026 | Fact | Form ADV |
| Private funds reported | 7 | Jul 2, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $60.1M | Aug 1, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $94.9M | Jul 2, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $1.2B | Jul 2, 2024 | Fact | Form ADV |
| Stated geography | Boston, global, los angeles, miami, new york, pacific northwest, silicon valley, united states “geography words on the home page” | Oct 1, 2026 | Fact | |
| Stated geography | Boston, global, los angeles, miami, new york, pacific northwest, silicon valley, united states “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | Boston, global, los angeles, miami, new york, pacific northwest, silicon valley, united states “geography words on the home page” | Sep 13, 2026 | Fact | |
| Stated sectors | AI, enterprise software, fintech, climate, energy, hardware, logistics, media “sector words on the home page” | Oct 1, 2026 | Fact | |
| Stated sectors | AI, enterprise software, fintech, climate, energy, hardware, logistics, media “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | AI, enterprise software, fintech, climate, energy, hardware, logistics, media “sector words on the home page” | Sep 13, 2026 | Fact | |
| Team page | Oct 1, 2026 | Fact | ||
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 13, 2026 | Fact | ||
| Venture funds reported | 0 | Aug 1, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Jul 2, 2024 | Fact | Form ADV |
| Website | Sep 12, 2026 | Fact | Form ADV | |
| Website | Jul 2, 2024 | Fact | Form ADV | |
| Website | Jul 2, 2024 | Fact | Form ADV | |
| Website resolved domain | Oct 1, 2026 | Fact | ||
| Website resolved domain | Sep 16, 2026 | Fact | ||
| Website resolved domain | Sep 14, 2026 | Fact | ||
| Site title | Oct 1, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 13, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersCandidate, candidateShowHide
No sworn venture fact yet (name or round mention only)
- importance
- gav: 0 · funds: 0 · people: 0.12 · investments: 0 · scale basis: Venture-typed funds only (Candidate): 0 funds, $0M of $37M reported · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 1 · reported gav: $36.8M · first adv filing: 2014-09-19 · years since first filing: 12
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Organization classification changed2026-09-24
- Adviser's first ADV filing2014-09-19source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.