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Samuel Epstein

Ieq Capital, LLC

Darien, CT

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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 2025-10-06
  • CA RA
    APPROVED
    Since 2025-10-06

Branch Locations

Darien, CT • 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
Iconiq Capital San Francisco CA 11/2015 08/2018
Self Employed Darien CT 09/2018 06/2025
Ieq Capital San Francisco CA 06/2025 Present
  • 11/2015 → 08/2018
    Iconiq Capital
    San Francisco, CA
  • 09/2018 → 06/2025
    Self Employed
    Darien, CT
  • 06/2025 → Present
    Ieq Capital
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-06
  • S65 Uniform Investment Adviser Law Examination
    2025-10-06
Other Names
  • Sam Epstein

View on SEC IAPD

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