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Rowan Drake Bradlee

Ieq Capital, LLC

Boston, MA

Foster City, CA

CRD 8252267

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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
MA RA APPROVED 2026-07-30
CA RA APPROVED 2026-07-08
  • MA RA
    APPROVED
    Since 2026-07-30
  • CA RA
    APPROVED
    Since 2026-07-08

Branch Locations

1 Federal Street, Boston, MA 02110 • United States

950 Tower Lane Suite 1800, Foster City, CA 94404 • 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
Belmont Hill School Belmont MA 01/2016 06/2020
Skidmore College Saratoga Springs NY 07/2020 06/2024
Fidelity Investments Boston MA 06/2023 08/2023
Pathstone Boston MA 07/2024 04/2026
Ieq Capital, Llc Boston MA 04/2026 Present
  • 01/2016 → 06/2020
    Belmont Hill School
    Belmont, MA
  • 07/2020 → 06/2024
    Skidmore College
    Saratoga Springs, NY
  • 06/2023 → 08/2023
    Fidelity Investments
    Boston, MA
  • 07/2024 → 04/2026
    Pathstone
    Boston, MA
  • 04/2026 → Present
    Ieq Capital, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-07
  • S65 Uniform Investment Adviser Law Examination
    2026-07-07

View on SEC IAPD

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COHERE CAPITAL
BAYPINE HOLDINGS LP
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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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