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Inactive

Aarish Romesh Patell

Ieq Capital, LLC

Foster City, CA

San Francisco, CA

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Current Employers
Ieq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-05
  • CA RA
    APPROVED
    Since 2025-12-05

Branch Locations

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

525 Market Street 11Th Floor, San Francisco, CA 94105 • 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
Cjs Securities, Inc. White Plains NY 03/2012 06/2022
Lgt Capital Partners (Usa) Inc. San Francisco CA 07/2023 06/2025
Unemployed San Jose CA 07/2025 10/2025
Nepc Boston MA 01/2015 07/2017
Cambridge Associates Boston MA 09/2017 12/2021
Canvas Ventures Portola Valley CA 01/2022 04/2023
Unemployed San Jose CA 04/2023 07/2023
Ieq Capital, Llc San Francisco CA 11/2025 Present
Unknown Chicago IL 02/2012 12/2016
  • 03/2012 → 06/2022
    Cjs Securities, Inc.
    White Plains, NY
  • 07/2023 → 06/2025
    Lgt Capital Partners (Usa) Inc.
    San Francisco, CA
  • 07/2025 → 10/2025
    Unemployed
    San Jose, CA
  • 01/2015 → 07/2017
    Nepc
    Boston, MA
  • 09/2017 → 12/2021
    Cambridge Associates
    Boston, MA
  • 01/2022 → 04/2023
    Canvas Ventures
    Portola Valley, CA
  • 04/2023 → 07/2023
    Unemployed
    San Jose, CA
  • 11/2025 → Present
    Ieq Capital, Llc
    San Francisco, CA
  • 02/2012 → 12/2016
    Unknown
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-11-15
  • S63 Uniform Securities Agent State Law Examination
    2023-11-15
Designations
Other Names
  • Aarish Romesh Patell
  • Aarish Patell

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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