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Tina Ching Chan

Intellectus Partners, LLC

San Francisco, CA

CRD 4507273

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Employer firm

Intellectus Partners, LLC CRD 173140

$1.57B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Intellectus Partners, Llc

1050 Battery Street Suite 100, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-06-29
  • CA RA
    APPROVED
    Since 2015-06-29

Branch Locations

1050 Battery Street Suite 100, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intellectus Partners, Llc San Francisco CA 07/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-11
S63 Uniform Securities Agent State Law Examination 2002-11-18
  • S66 Uniform Combined State Law Examination
    2012-08-11
  • S63 Uniform Securities Agent State Law Examination
    2002-11-18
Other Names
  • Tina C Chan
  • Tina Hsu
  • Tina Ching Chan Hsu
  • Tina Ching Chan Hsu
  • Tina Ching Chan Hsu

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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