# IEQ CAPITAL, LLC

IEQ CAPITAL, LLC of FOSTER CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 301819
- Type: SEC-registered investment adviser
- SEC file number: 801-115278
- Location: 950 TOWER LANE, SUITE 1800, FOSTER CITY, CA, 94404
- Phone: 650-581-9807
- Latest filing: 2026-06-09
- Regulatory AUM: $56.8B
- Discretionary AUM: $46.2B
- Non-discretionary AUM: $10.5B
- Clients: 266
- Accounts: 2,309

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (22)

| 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 | — |


## Disclosures (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301819/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301819/similar
- Related entities: https://search.stillhousedata.com/firm/301819/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301819

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.