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Inactive

Chase Mariott Phelps

Ieq Capital, LLC

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 2025-02-28
  • CA RA
    APPROVED
    Since 2025-02-28

Branch Locations

1 Lombard St. #200, San Francisco, CA 94111 • 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
Epiq Capital Group, Llc San Francisco CA 07/2021 02/2025
Rockstar Energy Eugene OR 10/2018 06/2021
Lariat Lodge Brewing Company Evergreen CO 10/2015 06/2020
Conifer High School Conifer CO 08/2013 05/2017
University Of Oregon Eugene OR 09/2017 06/2021
Ieq Capital, Llc San Francisco CA 02/2025 Present
  • 07/2021 → 02/2025
    Epiq Capital Group, Llc
    San Francisco, CA
  • 10/2018 → 06/2021
    Rockstar Energy
    Eugene, OR
  • 10/2015 → 06/2020
    Lariat Lodge Brewing Company
    Evergreen, CO
  • 08/2013 → 05/2017
    Conifer High School
    Conifer, CO
  • 09/2017 → 06/2021
    University Of Oregon
    Eugene, OR
  • 02/2025 → Present
    Ieq Capital, Llc
    San Francisco, CA
Previous Registrations
  • 2021-11-08 → 2025-02-28
    Epiq Capital Group, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-06
  • S65 Uniform Investment Adviser Law Examination
    2021-11-06

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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