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55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| CA | RA | APPROVED | 2026-03-25 |
Branch Locations
255 California Street Suite 500, San Francisco, CA 94111 • United States
55 East 52Nd Street 18Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stanford University | Palo Alto | CA | 09/2012 | 06/2017 |
| Prologis | San Francisco | CA | 10/2017 | 05/2018 |
| Bessemer Trust | San Fransisco | CA | 05/2018 | 01/2021 |
| Ieq Capital, Llc | Foster City | CA | 01/2021 | 01/2024 |
| Iconiq Capital Llc | San Francisco | CA | 01/2024 | 07/2024 |
| Btig Llc | San Francisco | CA | 09/2024 | 06/2025 |
| Unemployed | San Francisco | CA | 06/2017 | 10/2017 |
| Unemployed | San Francisco | CA | 07/2025 | 03/2026 |
| Bbr Partners | San Francisco | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-04 |
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