DFX Intelligence
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.
SEC-registered adviser
Ieq Capital, LLC
Latest filing Jun 9, 2026
First filing on the tape Apr 12, 2019 · 27 filings
SEC status approved since May 14, 2019
RAUM
$57B
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
100%
$57B individuals and HNW
Advisors
195
registered through the firm on IAPD
RAUM per advisor
$291M
derived; firm RAUM over IAPD count
Employees
266
193 advisory (5.B.1)
Offices
19
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$57B as of Jun 9, 2026
Mar 11, 2020$9.6B then
HNW client RAUM$57B as of Jun 9, 2026
Mar 11, 2020$9.5B then
State-registered IARs (5.B.3)174 as of Jun 9, 2026
Mar 11, 20200 then
Employees (5.A)266 as of Jun 9, 2026
Mar 11, 202060 then
Private funds: no history
RAUM +60% over the last fiscal year+45% a year over threeIARs 113 to 174offices 13 to 19
Practice profile
derived from the filing of Jun 9, 2026; every figure names its basis
Archetypes, each a printed rule
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $290MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $24.6MderivedHNW RAUM over HNW clients
- Average account
- $24.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 9.8derived20 offices incl. principal (1.F.5)
- RAUM growth, one year
- +60%derivedbetween the last two annual amendments
- Advisor growth, one year
- +54%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $42B, 2,008 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$57B100%
- Charitable organizations$226M0.4%
- Individual clients
- n/areported
- HNW clients
- 2,300reported
- Pension plan clients
- n/areported
- Charitable clients
- 9reported
- Accounts
- 2,309reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $42B for 2,008 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
195 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Spencer Eric Gordon | Foster City, Ca | Jun 7, 2019 | 13 y | 1 |
| Samuel Patrick Shephard | Foster City, Ca | Jun 7, 2019 | 14 y | 2 |
| Garret Scott GigliaChartered Financial Analyst | Foster City, Ca | Jun 7, 2019 | 14 y | 2 |
| Eric Scott Harrison | Foster City, Ca | Jun 7, 2019 | 15 y | 2 |
| Spencer C Haly | Foster City, Ca | Jun 7, 2019 | 11 y | 1 |
| Alexander John-Hubert Brugger | Foster City, Ca | Jun 7, 2019 | 10 y | 1 |
| Samuel Curtis BrumbaughCertified Financial Planner | Foster City, Ca | Jun 7, 2019 | 13 y | 2 |
| Harry Thomas Guilfoyle | Foster City, Ca | Jun 7, 2019 | 13 y | 1 |
| Dean Isaac Horwitz | Foster City, Ca | Jun 7, 2019 | 17 y | 2 |
| Ian David Linford | Foster City, Ca | Jun 7, 2019 | 15 y | 2 |
| Alexander Gregory Jack | Foster City, Ca | Jun 7, 2019 | 10 y | 1 |
| Frank Joseph Mcfarland | Foster City, Ca | Jun 11, 2019 | 28 y | 4 |
| Leon Alexander Baer | Foster City, Ca | Jun 11, 2019 | 12 y | 1 |
| Ryan John Patterson | Foster City, Ca | Jun 11, 2019 | 10 y | 1 |
| Daniel James Henry Nowak | Foster City, Ca | Jun 11, 2019 | 13 y | 1 |
| Christian Edward Nelson | Foster City, Ca | Jun 11, 2019 | 27 y | 3 |
| Jeffrey S WestsmithChartered Financial Analyst | Foster City, Ca | Jun 11, 2019 | 19 y | 3 |
| Aaron Ross PriceChartered Financial Analyst | Foster City, Ca | Jun 27, 2019 | 20 y | 5 |
| Michael James HenryCertified Financial Planner | Foster City, Ca | Aug 9, 2019 | 10 y | 1 |
| Daniel Archer Hill | Foster City, Ca | Sep 30, 2019 | 11 y | 0 |
| Megan Jane Whyte | Foster City, Ca | Feb 27, 2020 | 23 y | 1 |
| Alan Zafran | Foster City, Ca | Mar 25, 2020 | 29 y | 3 |
| Robert John Skinner | Foster City, Ca | Mar 25, 2020 | 30 y | 3 |
| Tanner Scott Savitsky | Foster City, Ca | Jun 18, 2020 | 13 y | 2 |
| Nicolle Araullo Baria | Foster City, Ca | Jan 18, 2021 | 13 y | 0 |
| Kevin Thomas BurtCertified Financial Planner, Chartered Financial Analyst | Foster City, Ca | Jan 20, 2021 | 13 y | 2 |
| Yassin Ashour | Foster City, Ca | Jan 27, 2021 | 11 y | 1 |
| Cameron James Croteau | Foster City, Ca | Feb 5, 2021 | 13 y | 0 |
| Anne Collisson Beyel | Foster City, Ca | Mar 1, 2021 | 10 y | 0 |
| Dong Woo KimCertified Financial Planner | Foster City, Ca | Mar 10, 2021 | 17 y | 1 |
| John Robert Mccourt | Atlanta, Ga | Jul 23, 2021 | 10 y | 0 |
| Jesse Jon Wood | Foster City, Ca | Aug 26, 2021 | 11 y | 1 |
| Katerina Evelyn SternCertified Financial Planner | Foster City, Ca | Sep 1, 2021 | 12 y | 1 |
| Meenakshi Gauri Karamcheti | Foster City, Ca | Sep 6, 2021 | 12 y | 0 |
| Kevin Lyle | Foster City, Ca | Nov 17, 2021 | 11 y | 2 |
| Kyle Joseph Wills | Foster City, Ca | Jan 27, 2022 | 13 y | 3 |
| Samantha Grace Colleran | Foster City, Ca | Jun 21, 2022 | 12 y | 0 |
| Gustavo Pires De Oliveira Dias | Los Angeles, Ca | Aug 10, 2022 | 10 y | 2 |
| Samantha Emiko LeeChartered Financial Analyst | Foster City, Ca | Aug 18, 2022 | 12 y | 0 |
| Scott P Gutterman | Foster City, Ca | Sep 27, 2022 | 31 y | 2 |
Advisor movement
7 left, 29 joined in 12 months
net +22 in 12 months0 left in 90 days11 joined in 90 daysdeparture rate 3.6% of current headcount17 left over 36 months
Left, latest
- Mark Alan Poelma to Iconiq Capital, LLCJun 9, 2026 · Other
- Timothy Aaron Day to Evolve Private Wealth, LLCMay 28, 2026 · RIA to RIA
- Jeremy Devin Leaver to Blackrock Investment Management, LLCMay 19, 2026 · Other
- Brendon Makana Kempin to Cynosure Portfolio Advisors LLCMay 8, 2026 · RIA to RIA
- Diego Guerrero to Morton WealthApr 8, 2026 · RIA to RIA
- Sanhita Bhattacharya to Arax Advisory PartnersMar 12, 2026 · RIA to RIA
- Matteo Caccia to Focus Partners Wealth, LLCNov 18, 2025 · RIA to RIA
- Daniel Huston to Charles Schwab & Co., Inc.Sep 3, 2025 · RIA to affiliated broker-dealer or bank
- Aaron S Brailov to Verita Strategic Wealth Partners, LLCJul 16, 2025 · RIA to RIA
- Sean Paul Rumrill to Verita Strategic Wealth Partners, LLCJul 7, 2025 · RIA to RIA
- Victoria A Dixon to Morgan StanleyMar 7, 2025 · RIA to wirehouse
- Brianna Marie Mariolle to Beacon Pointe Advisors, LLCDec 13, 2024 · RIA to RIA
- Eli Daniel Saldamando to Composition Wealth, LLCAug 21, 2024 · RIA to RIA
- Charles B Royals to Morgan StanleyJul 24, 2024 · RIA to wirehouse
- Mariella Ann Caruso to Capital Group Private Client Services, Inc.Jun 14, 2024 · RIA to RIA
Joined, latest
- Christopher Bache from J.P. Morgan Securities LLCSep 14, 2026 · Wirehouse to independent RIA
- Bennett Warren Canady from RBC Capital Markets, LLCAug 17, 2026 · Affiliated broker-dealer or bank to independent RIA
- William Ellison Grayson from RBC Capital Markets, LLCAug 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Isabella Adele Torre from RBC Capital Markets, LLCAug 4, 2026 · Affiliated broker-dealer or bank to independent RIA
- Kimberly Stolz from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 20, 2026 · Wirehouse to independent RIA
- Mathew Lapointe from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 16, 2026 · Wirehouse to independent RIA
- Robert James Hanson from Parallel Advisors, LLCJul 15, 2026 · RIA to RIA
- Ashley Nicole Cruz from Morgan StanleyJul 15, 2026 · Wirehouse to independent RIA
- Reed Patrick Bailey from Morgan StanleyJul 14, 2026 · Wirehouse to independent RIA
- Derek Lee Ackerman from Focus Partners Wealth, LLCJul 8, 2026 · RIA to RIA
- Chase Anthony Garbers from Beacon Pointe Advisors, LLCJun 30, 2026 · RIA to RIA
- Julia A Boustany from Morgan StanleyJun 5, 2026 · Wirehouse to independent RIA
- Jarrad Scott Schultz from RBC Rochdale, LLCJun 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Joseph P Lalli from Morgan StanleyMay 29, 2026 · Wirehouse to independent RIA
- Jenna Steinhauer from Morgan StanleyMay 29, 2026 · Wirehouse to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Verita Strategic Wealth Partners, LLCJul 7, 2025 · San Francisco, Ca
- 3 left for Wells Fargo AdvisorsJul 26, 2023 · Newport Beach, Ca
- 2 joined from RBC Capital Markets, LLCAug 28, 2026 · San Francisco, Ca
- 2 joined from Morgan StanleyMay 6, 2026 · Long Beach, Ca
- 15 joined from Epiq Capital Group, LLCFeb 28, 2025 · San Francisco, Ca · Firm absorbed
- 3 joined from Certuity, LLCJun 11, 2024 · North Palm Beach, Fl
- 2 joined from Citigroup Global Markets Inc.Apr 23, 2024 · Greenwich, Ct
- 2 joined from Morgan StanleyNov 29, 2023 · San Francisco, Ca
- 2 joined from Sepio Capital, LPNov 14, 2023 · Alamo, Ca
- 3 joined from J.P. Morgan Private Wealth Advisors LLCMay 19, 2023 · Boston, Ma
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Louis Chad Boeding · Managing Partnercontrolsince 09/2024 · owns less than 5%
- Scott Eric Harrison · Managing Partnercontrolsince 06/2019 · owns less than 5%
- Isaac Dean Horwitz · Chief Operations Officercontrolsince 06/2019 · owns less than 5%
- Lior Keshet · Chief Compliance Officer & General Counselcontrolsince 01/2021 · owns less than 5%
- Jane Bethany Peterson · Chief Financial Officercontrolsince 06/2019 · owns less than 5%
- John Robert Skinner · Managing Partnercontrolsince 06/2019 · owns less than 5%
- Alan Zafran · Managing Partnercontrolsince 06/2019 · owns less than 5%
- John Robert Skinner · Managing Membercontrolsince 06/2019 · owns 25% to 50% of Ieq Founders, LLC
- S Jeffrey Westsmith · Executive Team Membersince 12/2023 · owns less than 5%
- Jane Megan Whyte · Executive Team Membersince 11/2023 · owns less than 5%
Entity owners
- Ieq Midco III, LLC · Managing Memberdirect · owns 75% or more
- Ieq Capital Management, LLC · Managing Memberindirect · owns F of Ieq Holdings, LLC
- Ieq Founders, LLC · Memberindirect · owns 75% or more of Ieq Holdings, LLC
- Ieq Holdings, LLC · Memberindirect · owns 75% or more of Ieq Midco I, LLC
- Ieq Midco II, LP · Managing Memberindirect · owns 75% or more of Ieq Midco III, LLC
- Ieq Midco I, LLC · Limited Partnerindirect · owns 75% or more of Ieq Midco II, LP
- Ieq Midco II Gp, LLC · General Partnerindirect · owns F of Ieq Midco II, LP
Related persons
Schedule D 7.A
- Epiq Capital Group, LLCinvestment advisernRAUM $4.9B
- Epq LLCpooled vehicle sponsorn
Advisers that list Ieq Capital, LLC as a related person
- 292526 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Foster City, Ca · principal | 153 | 54 | 5 | ||
| San Francisco, Ca | 36 | 23 | 0 | ||
| Los Angeles, Ca | 28 | 11 | 1 | ||
| Dallas, Tx | 13 | 4 | 0 | ||
| Atlanta, Ga | 7 | 2 | 0 | ||
| New York, Ny | 6 | 5 | 0 | ||
| Boston, Ma | 6 | 3 | 0 | ||
| Reno, Nv | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA32 employees
- Los Angeles, CA18 employees
- Dallas, TX10 employees
- Lafayette, CA6 employees
- Boston, MA4 employees
- Atlanta, GA3 employees
- Reno, NV2 employees
- Newport Beach, CA1 employees
- Clayton, MO1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- advisor count surgeChange between filings · filing Mar 30, 2026advisory representatives (Item 5.B.3) moved from 113.0 to 174.0 (+54.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +5.0% (64 comparable advisers, 94.0th percentile of changes)peers: independent wealth managers, $20B and over (64) · 94% percentile
What changed
consecutive filings, newest first
- Other offices · 16 to 19Mar 30, 2026 to Jun 9, 2026
- Accounts · 1,963 to 2,309Jan 22, 2026 to Mar 30, 2026
- Advisory employees · 140 to 193Jan 22, 2026 to Mar 30, 2026
- Advisory activities · 5 to 6Jan 22, 2026 to Mar 30, 2026
- HNW clients · 1,954 to 2,300Jan 22, 2026 to Mar 30, 2026
- Assets in custody · $35B to $42BJan 22, 2026 to Mar 30, 2026
- Employees · 222 to 266Jan 22, 2026 to Mar 30, 2026
- State-registered IARs · 113 to 174Jan 22, 2026 to Mar 30, 2026
- Other offices · 14 to 16Jan 22, 2026 to Mar 30, 2026
- Discretionary RAUM · $34B to $46BJan 22, 2026 to Mar 30, 2026
- HNW RAUM · $35B to $57BJan 22, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $1.4B to $11BJan 22, 2026 to Mar 30, 2026
- RAUM · $35B to $57BJan 22, 2026 to Mar 30, 2026
- Other offices · 13 to 14May 23, 2025 to Oct 30, 2025
- Financial planning clients · 251-500 to 251-500Mar 31, 2025 to May 23, 2025
- Accounts · 1,434 to 1,963Oct 9, 2024 to Mar 31, 2025
- Advisory employees · 100 to 140Oct 9, 2024 to Mar 31, 2025
- HNW clients · 1,425 to 1,954Oct 9, 2024 to Mar 31, 2025
- Assets in custody · $23B to $35BOct 9, 2024 to Mar 31, 2025
- Employees · 156 to 222Oct 9, 2024 to Mar 31, 2025
- Financial planning clients · 11-25 to 251-500Oct 9, 2024 to Mar 31, 2025
- State-registered IARs · 89 to 113Oct 9, 2024 to Mar 31, 2025
- Other offices · 14 to 13Oct 9, 2024 to Mar 31, 2025
- Discretionary RAUM · $22B to $34BOct 9, 2024 to Mar 31, 2025
- HNW RAUM · $23B to $35BOct 9, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.2B to $1.4BOct 9, 2024 to Mar 31, 2025
- RAUM · $24B to $35BOct 9, 2024 to Mar 31, 2025
- Related adviser · true to falseOct 9, 2024 to Mar 31, 2025
- Other offices · 10 to 14Jul 2, 2024 to Oct 9, 2024
- Related adviser · false to trueJul 2, 2024 to Oct 9, 2024
- Other offices · 9 to 10Mar 28, 2024 to Jul 2, 2024
- Accounts · 1,124 to 1,434Aug 2, 2023 to Mar 28, 2024
- Advisory employees · 81 to 100Aug 2, 2023 to Mar 28, 2024
- Charity clients · 7 to 9Aug 2, 2023 to Mar 28, 2024
- HNW clients · 1,117 to 1,425Aug 2, 2023 to Mar 28, 2024
- Assets in custody · $18B to $23BAug 2, 2023 to Mar 28, 2024
- Employees · 120 to 156Aug 2, 2023 to Mar 28, 2024
- Financial planning clients · 26-50 to 11-25Aug 2, 2023 to Mar 28, 2024
- State-registered IARs · 64 to 89Aug 2, 2023 to Mar 28, 2024
- Other offices · 7 to 9Aug 2, 2023 to Mar 28, 2024
Signals
55 dated events
- Christopher Bache registered as an investment adviser representative at Ieq Capital, LlcSep 14, 2026 · Advisor registered · fact
- 2 advisors left RBC Capital Markets, LLC (San Francisco, CA) for Ieq Capital, LLC on the same dayAug 28, 2026 · Team lift-out · derived
- Mark Alan Poelma left Ieq Capital, Llc for Iconiq Capital, Llc (registered 2026-04-13)Jun 9, 2026 · Advisor changed firm · fact
- Timothy Aaron Day left Ieq Capital, Llc for Evolve Private Wealth, Llc (registered 2026-06-09)May 28, 2026 · Advisor changed firm · fact
- Jeremy Devin Leaver left Ieq Capital, Llc for Blackrock Investment Management, Llc (registered 2026-08-21)May 19, 2026 · Advisor changed firm · fact
- Brendon Makana Kempin left Ieq Capital, Llc for Cynosure Portfolio Advisors Llc (registered 2026-05-15)May 8, 2026 · Advisor changed firm · fact
- 2 advisors left Morgan Stanley (Long Beach, CA) for Ieq Capital, LLC within 12 daysMay 6, 2026 · Team lift-out · derived
- Diego Guerrero left Ieq Capital, Llc for Morton Wealth (registered 2026-06-07)Apr 8, 2026 · Advisor changed firm · fact
- Ieq Capital, Llc reported RAUM $56.8B, up 60% from $35.4B (2026-01-22 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Ieq Capital, Llc reported 174 state-registered advisory representatives, up from 113 (2026-01-22 to 2026-03-30)Mar 30, 2026 · Advisor headcount change · derived
- Sanhita Bhattacharya left Ieq Capital, Llc for Arax Advisory Partners (registered 2026-03-26)Mar 12, 2026 · Advisor changed firm · fact
- Matteo Caccia left Ieq Capital, Llc for Focus Partners Wealth, Llc (registered 2026-01-13)Nov 18, 2025 · Advisor changed firm · fact
- Daniel Huston left Ieq Capital, Llc for Charles Schwab & Co., Inc. (registered 2026-01-15)Sep 3, 2025 · Advisor changed firm · fact
- Aaron S Brailov left Ieq Capital, Llc for Verita Strategic Wealth Partners, Llc (registered 2025-08-22)Jul 16, 2025 · Advisor changed firm · fact
- Sean Paul Rumrill left Ieq Capital, Llc for Verita Strategic Wealth Partners, Llc (registered 2025-08-06)Jul 7, 2025 · Advisor changed firm · fact
- 2 advisors left Ieq Capital, LLC (San Francisco, CA) for Verita Strategic Wealth Partners, LLC within 9 daysJul 7, 2025 · Team lift-out · derived
- Ieq Capital, Llc reported RAUM $35.4B, up 50% from $23.6B (2024-10-09 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Ieq Capital, Llc reported 113 state-registered advisory representatives, up from 89 (2024-10-09 to 2025-03-31)Mar 31, 2025 · Advisor headcount change · derived
- Victoria A Dixon left Ieq Capital, Llc for Morgan Stanley (registered 2025-09-03)Mar 7, 2025 · Advisor changed firm · fact
- Epiq Capital Group, LLC's advisors moved to Ieq Capital, LLC (San Francisco, CA): 15 of 21 registered, on the same dayFeb 28, 2025 · Firm absorbed (people side) · derived
- Brianna Marie Mariolle left Ieq Capital, Llc for Beacon Pointe Advisors, Llc (registered 2025-01-23)Dec 13, 2024 · Advisor changed firm · fact
- Louis Chad Boeding (Managing Partner) appeared on Schedule A of Ieq Capital, LlcOct 9, 2024 · Control person joined · fact
- Eli Daniel Saldamando left Ieq Capital, Llc for Composition Wealth, Llc (registered 2026-03-04)Aug 21, 2024 · Advisor changed firm · fact
- Charles B Royals left Ieq Capital, Llc for Morgan Stanley (registered 2026-09-01)Jul 24, 2024 · Advisor changed firm · fact
- Mariella Ann Caruso left Ieq Capital, Llc for Capital Group Private Client Services, Inc. (registered 2026-05-14)Jun 14, 2024 · Advisor changed firm · fact
- 2 advisors left Certuity, LLC (North Palm Beach, FL) for Ieq Capital, LLC on the same dayJun 11, 2024 · Team lift-out · derived
- 2 advisors left Citigroup Global Markets Inc. (Greenwich, CT) for Ieq Capital, LLC on the same dayApr 23, 2024 · Team lift-out · derived
- Ieq Capital, Llc reported RAUM $23.6B, up 27% from $18.5B (2023-08-02 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Ieq Capital, Llc reported 89 state-registered advisory representatives, up from 64 (2023-08-02 to 2024-03-28)Mar 28, 2024 · Advisor headcount change · derived
- Olivier Louis Torchiana left Ieq Capital, Llc for Iconiq Capital, Llc (registered 2024-02-07)Jan 8, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- IEQ Capital, LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Business phone
- 212-221-9623reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 305-564-7030reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 310-313-1210reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/ieqcapital/mycompanyreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ieqcapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 650-581-9807reportedpublic record, Form ADV, Jun 9, 2026
- Contact form
- ieqcapital.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- ieqcapital.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $291Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Ieq Capital, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…