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Dylan Eric Kremer

Ieq Capital, LLC

Foster City, CA

Miami, FL

CRD 6093513

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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
WI RA APPROVED 2026-01-27
NC RA APPROVED 2026-01-23
FL RA APPROVED 2024-07-20
CA RA APPROVED 2024-06-21
IL RA APPROVED 2024-06-21
  • WI RA
    APPROVED
    Since 2026-01-27
  • NC RA
    APPROVED
    Since 2026-01-23
  • FL RA
    APPROVED
    Since 2024-07-20
  • CA RA
    APPROVED
    Since 2024-06-21
  • IL RA
    APPROVED
    Since 2024-06-21

Branch Locations

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

Miami, FL • 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
J.P.MOrgan Securities Llc Chicago IL 07/2015 07/2017
Bank Of Montreal Chicago IL 07/2017 02/2019
Cresset Asset Mangement, Llc Chicago IL 02/2019 08/2022
Camden Capital, Llc Chicago IL 08/2022 06/2024
Ieq Capital, Llc Foster City CA 06/2024 Present
  • 07/2015 → 07/2017
    J.P.MOrgan Securities Llc
    Chicago, IL
  • 07/2017 → 02/2019
    Bank Of Montreal
    Chicago, IL
  • 02/2019 → 08/2022
    Cresset Asset Mangement, Llc
    Chicago, IL
  • 08/2022 → 06/2024
    Camden Capital, Llc
    Chicago, IL
  • 06/2024 → Present
    Foster City, CA
Previous Registrations
Other Businesses

Entity Name: Chicago Basketball Club, LLC. Investment related: No Address: 901 N Hoyne Ave Chicago IL 60622 Nature of the other business: Sports Coaching. Position/Title/Relationship: Founder, Owner Start Date: 1-1-2015 Approximate # of hours a month: 1-5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Coaching basketball.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-15
S63 Uniform Securities Agent State Law Examination 2012-09-22
  • S65 Uniform Investment Adviser Law Examination
    2020-12-15
  • S63 Uniform Securities Agent State Law Examination
    2012-09-22
Other Names
  • Dylan Kremer
  • Dylan Erik Kremer

View on SEC IAPD

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