Ieq Capital, LLC
● SEC registered since 2019CRD 301819SEC# 801-115278Foster City, CA
Reg. AUM
$56.77B
Employees
266
Accounts
2,309
Location
Foster City, CA
Ieq Capital, LLC assets under management
Ieq Capital, LLC is a registered investment adviser overseen by the SEC based in Foster City, CA. The firm has been registered since 2019. It reports $56.8 billion in regulatory assets under management and employs 266 people.
Ieq Capital, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Zafran Control | Managing Partner | Under 5% | 2019 |
| Bethany Jane Peterson Control | Chief Financial Officer | Under 5% | 2019 |
| Dean Isaac Horwitz Control | Chief Operations Officer | Under 5% | 2019 |
| Eric Scott Harrison Control | Managing Partner | Under 5% | 2019 |
| Ieq Midco III, LLC Control | Managing Member | Over 75% | 2022 |
| Jeffrey S Westsmith | Executive Team Member | Under 5% | 2023 |
| Lior Keshet Control | Chief Compliance Officer & General Counsel | Under 5% | 2021 |
| Megan Jane Whyte | Executive Team Member | Under 5% | 2023 |
| Robert John Skinner Control | Managing Partner | Under 5% | 2019 |
| Ieq Capital Management, LLC Control | Managing Member | — | 2019 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ieq Capital, LLC manage?
Ieq Capital, LLC reports $56.8 billion in regulatory assets under management on its Form ADV.
How many employees does Ieq Capital, LLC have?
Ieq Capital, LLC reports 266 employees.
Where is Ieq Capital, LLC located?
Ieq Capital, LLC is based in Foster City, CA and has been SEC-registered since 2019.
Does Ieq Capital, LLC disclose fund performance?
Ieq Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$56.77B▲ 60%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$56.77Bregulatory AUM
Discretionary $46.24BNon-discretionary $10.52B