| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew S Warning | Chief Compliance Officer | Under 5% | 2024 |
| Bifrost Management, LLC Control | Member | 50-75% | 2024 |
| Chancy Ventures, LLC Control | Member | 50-75% | 2024 |
Intellus Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Intellus Advisors, LLC reports 12 employees.
Intellus Advisors, LLC is based in Naples, FL and has been SEC-registered since 2024.
Intellus Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8625 Tamiami Trail N., Suite 301, Naples, FL 34108 |
| Phone | 239-649-3600 |
| Fax | 239-649-3611 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.13B |
| Non-discretionary | $52M |
| Total (RAUM) | $1.18B |