RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A•••• R••• P••••
- Title
- Partnerreportedieqcapital.comfirm site, Sep 15, 2026
- Designations
- CFAreportedieqcapital.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Aaron Price | Partner at IEQ Capital”reportedieqcapital.comthe sentence on the bio page
- Investment committee
- “He also serves on the Investment Committee of IEQ Capital.”reportedieqcapital.comthe sentence on the bio page
- Boards named
- 10,000 Degreesreportedieqcapital.comphrases on the bio page
- Professional profile
- ieqcapital.com/team/aaron-pricereportedieqcapital.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- I•• C••••••• L•• independent RIA currentsince Jun 27, 2019 · Foster City, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• formerNov 15, 2016 to Jun 4, 2019 · Menlo Park, Ca
- F••••• I••••••••• independent RIAApr 26, 2016 to Nov 10, 2016 · San Mateo, Ca
- M••••• S•••••• wirehouseJun 1, 2009 to Mar 7, 2012 · San Francisco, Ca
- M••••• S•••••• • C•• L•• unclassifiedNov 27, 2006 to Jun 1, 2009 · San Francisco, Ca
- M••••• S•••••• D• I••• unclassifiedMay 4, 2006 to Nov 20, 2006 · San Francisco, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• to I•• C••••••• L••left Jun 4, 2019, registered Jun 27, 2019 (23 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- F••••• I••••••••• to J••• M••••• P•••••• W••••• A••••••• L••left Nov 10, 2016, registered Nov 15, 2016 (5 days) · Other
- M••••• S•••••• to F••••• I•••••••••left Mar 7, 2012, registered Apr 26, 2016 (1511 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Nov 20, 2006, registered Nov 27, 2006 (7 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address