| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Zafran Control | Managing Partner | Under 5% | 2019 |
| Bethany Jane Peterson Control | Chief Financial Officer | Under 5% | 2019 |
| Chad Louis Boeding Control | Managing Partner | Under 5% | 2024 |
Ieq Capital, LLC reports $35.4 billion in regulatory assets under management on its Form ADV.
Ieq Capital, LLC reports 222 employees.
Ieq Capital, LLC is based in Foster City, CA and has been SEC-registered since 2019.
Ieq Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 950 Tower Lane, Suite 1800, Foster City, CA 94404 |
| Phone | 650-581-9807 |
| Office hours | 6:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $33.94B |
| Non-discretionary | $1.44B |
| Total (RAUM) | $35.38B |