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.
- Title
- Senior Managing Directorreportedieqcapital.comfirm site, Sep 15, 2026
- Professional profile
- ieqcapital.com/team/dylan-kremerreportedieqcapital.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.
- Ieq Capital, LLC independent RIA currentsince Jun 21, 2024 · Foster City, Ca
- Certuity, LLC independent RIASep 12, 2022 to Jun 25, 2024 · Chicago, Il
- Cresset Asset Management, LLC independent RIADec 16, 2020 to Aug 16, 2022 · Chicago, Il
- Certuity, LLC to Ieq Capital, LLCleft Jun 25, 2024, registered Jun 21, 2024 (-4 days) · RIA to RIA
- Cresset Asset Management, LLC to Certuity, LLCleft Aug 16, 2022, registered Sep 12, 2022 (27 days) · RIA to RIA
- Dylan Eric Kremer left Certuity, Llc for Ieq Capital, Llc (registered 2024-06-21)Jun 25, 2024 · Advisor changed firm · fact
- Dylan Eric Kremer left Cresset Asset Management, Llc for Certuity, Llc (registered 2022-09-12)Aug 16, 2022 · Advisor changed firm · fact
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address