Intellectus Partners, LLC
Intellectus Partners, LLC is an independent investment adviser based in San Francisco, CA, serving entrepreneurs, executives, venture capitalists, and family offices. Founded by David La Placa and Jay Casey, the firm emphasizes a lifecycle advisory approach to wealth creation and preservation. Intellectus has a team with backgrounds in global banking and has grown to 14 employees as of 2025. The firm provides comprehensive wealth management, investment strategies, and strategic planning for self-made individuals and their families, focusing on innovation, risk management, and multi-generational legacy.
Investment Strategy
Intellectus Partners employs a holistic investment management approach tailored to entrepreneurs and executives, integrating public markets, private investments, alternative assets, and impact investing. The firm focuses on clients’ entire wealth lifecycle, including business evolution, structuring for tax and wealth transfer optimization, and aligning investments with long-term personal and professional goals. Emphasizing innovation, diversification, and customized advice, Intellectus leverages both traditional and alternative asset classes while maintaining deep client engagement and thorough risk analysis.
Latest 13F Filing Activity
Intellectus Partners, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 268 equity positions with a total 13F market value of $463M. The fund increased holdings in Nvidia Corporation, Tesla Inc., Rocket Lab Corp. among other positions. Intellectus Partners, LLC reduced exposure to Goldman Sachs Etf TR, Corcept Therapeutics Inc., Rocket Lab USA Inc. among others.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 4.84% | $22.4M | 102,220 | $95.62 | $219.39 | +$2.7M |
T TSLA | TESLA INC | 4.75% | $22.0M | 69,261 | $99.79 | $317.66 | +$3.1M |
M META | META PLATFORMS INC | 2.90% | $13.4M | 18,169 | $410.62 | $738.09 | +$2.9M |
G GOOG | ALPHABET INC | 2.83% | $13.1M | 73,777 | $60.15 | $177.39 | +$1.8M |
N NVDA | NVIDIA CORPORATION | 2.35% | $10.9M | 68,745 | $40.05 | $157.99 | +$3.6M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Associate | CA , United States | |
A Anton Perminov | Research Analyst | San Francisco, CA , United States | |
 | Analyst | San Francisco, CA , United States | |
 | Partner | San Francisco, CA , United States |
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