Ieq Capital, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 301819
- SEC number
- 801-115278
- Firm type
- RIA
- Assets under management
- $56.8B as of Jun 9, 2026
- Website
- www.ieqcapital.com ↗
- Phone
- 650-581-9807
- Address
- 950 Tower Lane, Foster City, CA, 94404
Advisors at this firm
144 in our index · page 1 of 3
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David AbstonCRD 7596032 · San Francisco, CAIA Registered
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John Dowling AuerCRD 7586023 · Boston, MAIA RegisteredRegistration inactive
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Jarrett Mattew BareCRD 7530141 · Foster City, CAIA Registered
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Adam Breckenridge BeardCRD 2642691 · Boston, MAIA RegisteredRegistration inactive
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Samuel Curtis BrumbaughCRD 5985661 · Foster City, CAIA RegisteredRegistration inactive
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Kevin Thomas BurtCRD 5872828 · Foster City, CAIA RegisteredRegistration inactive
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Greg BaglioCRD 8249155 · San Francisco, CAIA Registered
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Nicolle Araullo BariaCRD 6254299 · Foster City, CAIA Registered
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Anna BattleCRD 7604638 · Foster City, CAIA RegisteredRegistration inactive
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Tyler James BaumannCRD 7642143 · Foster City, CAIA Registered
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Andrew Luke BelcherCRD 7992775 · Los Angeles, CAIA Registered
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Samuel Edward BiscaroCRD 7557389 · Foster City, CAIA RegisteredRegistration inactive
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Andrea C BottCRD 6228747 · Foster City, CAIA RegisteredRegistration inactive
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Maxwell BotteneCRD 7261134 · San Francisco, CAIA RegisteredRegistration inactive
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Julia A BoustanyCRD 8121413 · Los Angeles, CAIA RegisteredRegistration inactive
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Jack Andrew BrooksCRD 8049244 · Foster City, CAIA Registered
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Connor Steven Yong BuckleCRD 7675068 · Los Angeles, CAIA RegisteredRegistration inactive
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Joseph Robert BurlisonCRD 7595216 · Foster City, CAIA RegisteredRegistration inactive
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Alexandra Ann CarringtonCRD 6534709 · Atlanta, GAIA RegisteredRegistration inactive
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Cameron P ConnollyCRD 6076578 · San Francisco, CAIA RegisteredRegistration inactive
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William Bruce CrockerCRD 7986600 · Foster City, CAIA Registered
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Kevin C CalenzaniCRD 6738728 · Foster City, CAIA RegisteredRegistration inactive
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Riley CantwellCRD 7534030 · Foster City, CAIA Registered
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Nicholas Paul ChangCRD 8051015 · Foster City, CAIA Registered
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Austin D ChauCRD 6956714 · San Francisco, CAIA RegisteredRegistration inactive
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Zhixin ChengCRD 7305161 · Foster City, CAIA RegisteredRegistration inactive
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David Michael ColemanCRD 8054365 · Foster City, CAIA Registered
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Samantha Grace ColleranCRD 7583601 · Foster City, CAIA Registered
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Daniel Martin ConnollyCRD 7568039 · Foster City, CAIA Registered
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Cameron James CroteauCRD 7184815 · Foster City, CAIA Registered
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Jack Thomas DeardorffCRD 7998464 · Los Angeles, CAIA Registered
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Rachel Alexandra ElliottCRD 6371280 · Houston, TXIA RegisteredRegistration inactive
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Samuel EpsteinCRD 6615340 · Darien, CTIA Registered
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Gregory Wells ForbesCRD 2935305 · San Francisco, CAIA Registered
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Morgan James FrielCRD 5424055 · Foster City, CAIA Registered
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Michael James FennerCRD 6266368 · Foster City, CAIA RegisteredRegistration inactive
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Bennett John FlynnCRD 8217002 · San Francisco, CAIA Registered
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Sanjay Verma FosterCRD 7123232 · Foster City, CAIA Registered
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Mason Jay Deborah FungCRD 7970151 · Foster City, CAIA Registered
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Garret Scott GigliaCRD 6055782 · Foster City, CAIA RegisteredRegistration inactive
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Thomas Steven GlamuzinaCRD 6054039 · Foster City, CAIA RegisteredRegistration inactive
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Griffin GroomsCRD 6612478 · Foster City, CAIA Registered
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Harry Thomas GuilfoyleCRD 6213655 · Foster City, CAIA RegisteredRegistration inactive
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Scott P GuttermanCRD 2503328 · Foster City, CAIA RegisteredRegistration inactive
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Jessica Diane GardnerCRD 6628466 · Los Angeles, CAIA RegisteredRegistration inactive
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Lauren Jill GarnerCRD 4209738 · Los Angeles, CAIA Registered
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Amelia Jordan GoldsteinCRD 7963072 · Los Angeles, CAIA Registered
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Wyatt Harrison GraumanCRD 7832969 · Foster City, CAIA Registered
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Spencer C HalyCRD 6715211 · Foster City, CAIA Registered
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Eric Scott HarrisonCRD 5642015 · Foster City, CAIA RegisteredRegistration inactive
1–50 of 144Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 301819 ↗
FINRA BrokerCheck record for firm CRD 301819 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.