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Brandon Craig Sim

Ieq Capital, LLC

New York, NY

Foster City, CA

Silvercrest Asset Management Group LLC

New York, NY

CRD 4098890

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Employer firm

Ieq Capital, LLC CRD 301819

$56.8B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-06-08
TX RA APPROVED 2026-06-08
  • NY RA
    APPROVED
    Since 2026-06-08
  • TX RA
    APPROVED
    Since 2026-06-08

Branch Locations

641 Lexington Avenue Suite 27, New York, NY 10022 • United States

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Silvercrest Asset Management Group Llc

1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-22
TX RA APPROVED_RES 2022-05-05
  • NY RA
    APPROVED
    Since 2025-05-22
  • TX RA
    APPROVED_RES
    Since 2022-05-05

Branch Locations

1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ieq Capital, Llc New York NY 06/2026 Present
Silvercrest Asset Management Group Llc New York NY 04/2007 12/2017
Silvercrest Asset Management Group Llc New York NY 12/2017 05/2026
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-11-22
  • S63 Uniform Securities Agent State Law Examination
    2004-11-22
Other Names
  • Brandon Craig William Sim

View on SEC IAPD

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