IEQ CAPITAL, LLC of FOSTER CITY, CA is an SEC-registered investment adviser (CRD 301819). Regulatory assets under management: $56.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Eric Scott Harrison | MANAGING PARTNER | Los Angeles, CA |
| Robert John Skinner | MANAGING MEMBER; MANAGING PARTNER | Los Angeles, CA |
| Dean Isaac Horwitz | CHIEF OPERATIONS OFFICER | — |
| Alan Zafran | MANAGING PARTNER | — |
| Bethany Jane Peterson | CHIEF FINANCIAL OFFICER | — |
| Lior Keshet | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | Los Angeles, CA |
| Megan Jane Whyte | EXECUTIVE TEAM MEMBER | — |
| Jeffrey S Westsmith | EXECUTIVE TEAM MEMBER | — |
| Christopher Steven Jackson | EXECUTIVE TEAM MEMBER | — |
| Chad Louis Boeding | MANAGING PARTNER | — |
| ZAFRAN ALAN | CO-CEO; CO - PRESIDENT & MANAGING MEMBER; MANAGING PARTNER | — |
| SKINNER ROBERT JOHN | CO-CEO; CO - PRESIDENT & MANAGING MEMBER; MANAGING MEMBER (+1 more) | — |
| HARRISON ROBERT SCOTT | CO-CEO; CO - PRESIDENT & MANAGING MEMBER; MANAGING PARTNER | — |
| BOEDING CHAD LOUIS | MANAGING PARTNER | — |
| KOSOVSKI LIOR | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| LIEBERMAN MICHAEL ALEXANDER | CHIEF COMPLIANCE OFFICER & CHIEF TECHNOLOGY OFFICER | — |
| HORWITZ DEAN ISAAC | CHIEF OPERATIONS OFFICER | — |
| PETERSON BETHANY JANE | CHIEF FINANCIAL OFFICER | — |
| SALMONSEN RYAN PARKER | CHIEF COMPLIANCE OFFICER & MANAGING PARTNER | — |
| WHYTE MEGAN JANE | EXECUTIVE TEAM MEMBER | — |
| WESTSMITH JEFFREY S | EXECUTIVE TEAM MEMBER | — |
| KESHET LIOR | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2016-08-25 | regulatory | ON AUGUST 25, 2016 THE STATE OF CALIFORNIA DEPARTMENT OF INSURANCE (THE "DEPARTMENT") ISSUED A STATEMENT OF ISSUES ALLEGING THAT ANDREW VENTURI ("VENTURI") FAILED TO DISCLOSE 2007 AND 2008 MISDEMEANOR CONVICTIONS ON AN APPLICATION WITH THE DEPARTMENT FOR A UNRESTRICTED LICENSE TO ACT AS AN ACCIDENT… | Final | — |
Showing 15 of 19 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| SAN FRANCISCO | CA | 72 | (415) 433-3747 |
| LOS ANGELES | CA | 37 | 310-313-1210 |
| DALLAS | TX | 17 | (415) 433-3747 |
| LAFAYETTE | CA | 6 | 650-581-9807 |
| BOSTON | MA | 6 | 617-865-1934 |
| ATLANTA | GA | 5 | 404-470-0002 |
| NEW YORK | NY | 4 | (650) 727-2757 |
| NEWPORT BEACH | CA | 2 | 949-662-1600 |
| — | — | 1 | (650) 541-8504 |
| CARMEL | CA | 1 | (650) 420-6390 |
| — | — | 1 | 650-420-6348 |
| ST. LOUIS | MO | 1 | 314-333-3727 |
| — | — | 1 | 650-899-4799 |
| — | — | 1 | 6505819807 |
| — | — | 1 | 650-867-2572 |