Best Investors
Account
Sign in
Best Investors
Account
Sign in
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-15 |
| IL | RA | APPROVED | 2026-02-11 |
| MI | RA | APPROVED | 2026-01-27 |
| MA | RA | APPROVED | 2025-05-15 |
| FL | RA | APPROVED | 2025-04-24 |
| NJ | RA | APPROVED | 2025-03-06 |
| PA | RA | APPROVED | 2025-02-07 |
| UT | RA | APPROVED | 2025-02-07 |
| WY | RA | APPROVED | 2025-02-07 |
| ID | RA | APPROVED | 2025-02-06 |
| NY | RA | APPROVED | 2023-04-14 |
| WA | RA | APPROVED | 2023-04-13 |
| NV | RA | APPROVED | 2020-04-09 |
| CO | RA | APPROVED | 2020-03-25 |
| CT | RA | APPROVED | 2020-03-25 |
| LA | RA | APPROVED | 2020-03-25 |
| MD | RA | APPROVED | 2020-03-25 |
| TX | RA | APPROVED | 2020-03-25 |
| CA | RA | APPROVED | 2019-06-07 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Menlo Park | CA | 01/2013 | 04/2017 |
| First Republic Securities Company, Llc | Menlo Park | CA | 04/2017 | 05/2019 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 04/2017 | 05/2019 |
| Ieq Capital, Llc | Foster City | CA | 06/2019 | Present |
1) I am an associated person of IEQ Capital, LLC. CRD# 301819, an SEC registered investment adviser. The majority of my time is devoted to activities for IEQ Capital, LLC. 2)AKER Enterprises;Investment-Related:No: 80 Crescent Drive, Palo Alto, CA 94301;Business Consulting/Real Estate; 2004; 0: Aker is 100% owned by an employee and my wife. The vehicle has been dormant for 4+ years. 3)Cerberus Capital:Cerberus Institutional Overseas V II Ltd. and Cerberus Institutional Partners V LP;Yes;Board of Directors;1/1/2012;provide general investment advice regarding the Firm's assets;1;0 4)Luminous Capital, LLC Investment Related: Yes Address:1888 Century Park East, 2nd Floor, Los Angeles, CA 90067 Position: Direct Owner Start Date of r.ship: 2008 Description of Duties: None. Tax reporting & distribution of investment proceeds for previously made investment holdings. Entity winding down. Luminous Capital, LLC was purchased by First Republic Investment Management, Inc. in December 2012. Hours each month: 0 (5) Name: Angelo Gordon Net Lease Realty Fund II, Garrison Opportunities Fund III & PIMCO Investment Related: Yes Position: Advisory Board Member Start Date of r.ship: 1/1/2011 (start date of r.ship with PIMCO: 1/1/2009 Description of Duties: provide general investment advice to the Fund. No. of hours each month: 1 Hours during trading: 0 (6) Name: Pacific Coast Capital Partners Equity Fund VI Investment Related: Yes Position: Advisory Board Member Start date of r.ship: 1/1/2012 Description of Duties: provide general investment advice on the general assets of the fund No. of hours each month: 1 Hours during trading: 0 (7) Name: Golub Capital, Atalaya Capital, Atalaya Special Opportunities Fund IV and Atalaya Special Opportunities Fund V LP Investment Related: Yes Position: Advisory Board Member Start Date of r.ship: 1/1/2012 Description of Duties: provide general investment advice on the firm's assets. No. of hours devoted each month: 1 Hours devoted during securities trading: 0 (8) Name: Ceberus Institutional Overseas V II LTD, Cerberus Institutional Partners V LP Investment Related: No Position: Advisory Board Member Start Date of r.ship: 3/1/2013 Description of Duties: Address fund conflicts and represent investors No. of hours each month: 1 Hours during trading: 0 (9) Name: Prime Finance Partners V LP Investment Related: Yes Position: Advisory Board Member Start date or r.ship: 8/1/2016 Description of Duties: provide general investment advice on the direction and assets of the Firm. No. of hours each month: 1 Hours during trading: 0 (10) Name: Fortress Life Settlements Fund (A) LP and Fortress Life Settelements Fund (B) LP Investment Related: Yes Position: Advisory Board Member Start date of r.ship: Description of Duties: provide general investment advice on the direction and assets of the Firm. No. of hours each month: 1 Hours during trading: 0 11) Oak Street Real Estate Capital Fund; Yes; Sits on the LP Advisory Committee; 5/1/2017; 1;0 12) Fortress Real Estate Opportunities Fund I & Fund II; Yes; acquires commercial real estate; sits on LP advisory committee; 9/14/12; 5/5/15 1;0 13) Fortress Drawbridge Special Opportunities Fund; Yes; credit strategy including direct lending; sits on LP advisory committee; 10/08/10;1;0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-15 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-14 |
Reach out to this advisor