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.
J•••••• S• W••••••••
- Title
- Founding Partnerreportedieqcapital.comfirm site, Sep 15, 2026
- Designations
- CFAreportedieqcapital.comas printed on the bio page, Sep 16, 2026
- Founder
- “Jeff Westsmith | Founding Partner at IEQ Capital”reportedieqcapital.comthe sentence on the bio page
- Partner or owner
- “Jeff Westsmith | Founding Partner at IEQ Capital”reportedieqcapital.comthe sentence on the bio page
- Investment committee
- “He also sits on the Investment Committee at IEQ Capital and oversees the firm’s Research group.”reportedieqcapital.comthe sentence on the bio page
- Professional profile
- ieqcapital.com/team/jeff-westsmithreportedieqcapital.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 11, 2019 · Foster City, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• formerJan 7, 2013 to Jun 4, 2019 · San Francisco, Ca
- L••••••• C••••••• L•• formerJun 12, 2008 to Feb 1, 2013 · Portola Valley, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 19, 2007 to May 15, 2008 · Los Angeles, Ca
- J••• M••••• P•••••• W••••• A••••••• L•• to I•• C••••••• L••left Jun 4, 2019, registered Jun 11, 2019 (7 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- L••••••• C••••••• L•• to J••• M••••• P•••••• W••••• A••••••• L••left Feb 1, 2013, registered Jan 7, 2013 (-25 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L••••••• C••••••• L••left May 15, 2008, registered Jun 12, 2008 (28 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address