Anna Battle

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

• 06/2016 → 07/2022
  Pure Barre
  South Bend, IN
• 06/2021 → 08/2021
  Silver Lake Partners
  Menlo Park, CA
• 01/2021 → 05/2021
  Ieq Capital
  Menlo Park, CA
• 06/2019 → 08/2019
  Wme
  New York, NY
• 08/2010 → 05/2016
  The Lovett School
  Atlanta, GA
• 07/2022 → 12/2024
  Goldman Sachs
  Atlanta, GA
• 01/2025 → Present
  Ieq Capital, Llc
  Foster City, CA

Previous Registrations

• 2022-10-05 → 2025-01-10
  Goldman Sachs Wealth Services, L.P.
  Atlanta, GA
  Atlanta, GA

Other Businesses

1. Co-owner of 734Barre, a fitness organization. Activity will take place from Atlanta, GA. Organization is not primarily engaged in investment-related activity. Start date was August 1, 2016. Two hours per week. Duties include the general management of the organization and having oversight over the entity's investments. 2. Part-time employee of Pure Barre, a fitness organization. Activity will take place from Atlanta, GA. Organization is not primarily engaged in investment-related activity. Start date is August 22, 2022. Four hours per week. Duties include teaching fitness classes for the organization.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16