Sanjay Verma Foster

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 03/2022
  Ieq Capital, Llc
  Foster City, CA
• 08/2017 → 05/2021
  University Of Richmond
  Richmond, VA
• 06/2020 → 07/2020
  Marks Baughan Securities, Llc
  Conshohocken, PA
• 09/2013 → 06/2017
  Upper Duplin High School
  Fort Washington, PA
• 04/2022 → 07/2023
  Alti Tiedemann Global
  Bethesda, MD
• 02/2024 → Present
  Ieq Capital, Llc
  Foster City, CA
• 07/2023 → 02/2024
  Unemployed
  Foster City, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-03

Other Names

• Sanjay Foster