Junlong Nicholas Tan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2016 → 04/2018
  Barclays Capital Inc.
  Menlo Park, CA
• 03/2016 → 11/2016
  Unemployed
  San Francisco, CA
• 08/2020 → Present
  Intellectus Partners, Llc
  San Francisco, CA
• 04/2018 → 08/2020
  Asurion
  San Mateo, CA

Other Businesses

1.) JUNLONG TAN IS INVOLVED IN FATHOM GROUP LLC; 2973 PINE STREET, SAN FRANCISCO, CA 94115; REAL ESTATE; INVESTMENT RELATED: NO; NATURE OF ENTITY: REAL ESTATE INVESTMENT/INCOME; TITLE: OWNER; START DATE: 01/2013; NUMBER OF HOURS A MONTH DEVOTED: 2HRS/MO; DUTIES: OWNER AND MANAGER; OWNERSHIP: YES; COMPENSATION: YES; 2.) JUNLONG TAN IS INVOLVED IN BUELLER GROUP LLC; 811 HAMILTON AVE, PALO ALTO, CA 94301; REAL ESTATE; INVESTMENT RELATED: NO; NATURE OF ENTITY: REAL ESTATE PROJECTS/INVESTMENTS; TITLE: MANAGER; START DATE: 07/2018; NUMBER OF HOURS A MONTH DEVOTED: 2HRS/MO; DUTIES: MANAGER; OWNERSHIP: YES; COMPENSATION: YES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-21
• S63 Uniform Securities Agent State Law Examination
  2010-06-18

Other Names

• Nicholas Junlong Tan
• Nicholas Tan