Ieq Capital, LLC

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 3 of 3

• Justin William RenaudinCRD 3248640 · San Francisco, CA
  IA Registered
• Caden Frank SanchezCRD 7821646 · San Francisco, CA
  IA Registered
• Alexander Gregory ScalesCRD 8026988 · San Francisco, CA
  IA Registered
• Samuel Patrick ShephardCRD 5979037 · Foster City, CA
  IA RegisteredRegistration inactive
• Brandon Craig SimCRD 4098890 · New York, NY
  IA Registered
• Robert John SkinnerCRD 2680849 · Foster City, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Cameron Russell SmithCRD 6549440 · Foster City, CA
  IA RegisteredRegistration inactive
• Steven James StauffCRD 4468047 · Newport Beach, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Benjamin P SteedCRD 5963536 · Foster City, CA
  IA RegisteredRegistration inactive
• Adam StraussCRD 5808715 · New York, NY
  IA RegisteredRegistration inactive
• Vianne ScheinCRD 7811057 · San Francisco, CA
  IA RegisteredRegistration inactive
• Aidan William SchifanoCRD 8148908 · Los Angeles, CA
  IA Registered
• Grant William ShawCRD 7586163 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Jack Leonard ShepardCRD 7623343 · Foster City, CA
  IA Registered
• Angus Matthew SmithCRD 7632304 · Foster City, CA
  IA Registered
• Evan Michael StaffordCRD 7437390 · Foster City, CA
  IA RegisteredRegistration inactive
• Ethan Sawyer StallerCRD 7622184 · Foster City, CA
  IA RegisteredRegistration inactive
• Jenna SteinhauerCRD 5830290 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Sophia Monique StoehrCRD 8144943 · Los Angeles, CA
  IA Registered
• Bryce Michael ToddCRD 7996833 · Foster City, CA
  IA Registered
• Katherine TallettCRD 7295161 · Dallas, TX
  IA Registered
• Michael Paul ThompsonCRD 5706302 · Nashville, TN
  IA RegisteredRegistration inactive
• Jorge Antonio Tirado AriasCRD 7759293 · Los Angeles, CA
  IA Registered
• Andrew K VenturiCRD 5360653 · Foster City, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew M VinsonCRD 6334204 · Foster City, CA
  IA RegisteredRegistration inactive
• Alexander Harris WebbCRD 7218224 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Jeremy David WennerCRD 3153422 · Foster City, CA
  IA RegisteredRegistration inactive
• Jeffrey S WestsmithCRD 5147856 · Foster City, CA
  IA RegisteredRegistration inactive
• Natalia WhitakerCRD 7790720 · Foster City, CA
  IA Registered
• Megan Jane WhyteCRD 4948979 · Foster City, CA
  IA Registered
• Jesse Jon WoodCRD 4568431 · Foster City, CA
  IA RegisteredRegistration inactive
• Henry Addison WoodruffCRD 5603667 · Dallas, TX
  IA Registered
• Caden Kennedy WheelerCRD 8128123 · Foster City, CA
  IA Registered
• Jaclyn J WittbrodtCRD 7689244 · Los Angeles, CA
  IA Registered
• Joanna WuCRD 7962400 · San Francisco, CA
  IA RegisteredRegistration inactive
• Cyrrus Nima Wyant-FassihiCRD 7597601 · San Francisco, CA
  IA Registered
• Jackson Thomas YellandCRD 7968261 · Foster City, CA
  IA Registered
• Jennifer Louise YoungCRD 4945201 · Foster City, CA
  IA RegisteredRegistration inactive
• Alan ZafranCRD 2098205 · Foster City, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Munib Maher ZabanehCRD 7852612 · Foster City, CA
  IA Registered
• Peter John ZaninoCRD 6875563 · San Francisco, CA
  IA Registered
• Haolun ZhangCRD 6788017 · San Francisco, CA
  IA RegisteredRegistration inactive
• Qiqi ZhangCRD 7410316 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Simon W ZhangCRD 7514464 · Los Angeles, CA
  IA RegisteredRegistration inactive

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.