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Inactive

Tyler James Baumann

Ieq Capital, LLC

Foster City, CA

CRD 7642143

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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
CA RA APPROVED 2022-10-24
  • CA RA
    APPROVED
    Since 2022-10-24

Branch Locations

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
Ieq Capital, Llc Foster City CA 07/2022 Present
Zs Associates South San Francisco CA 06/2021 09/2021
Stanford University Palo Alto CA 08/2018 05/2022
Junipero Serra High School San Mateo CA 09/2014 06/2018
Franklin Templeton San Mateo CA 07/2020 09/2020
Serra High School San Mateo CA 06/2019 09/2019
San Mateo Pal San Mateo CA 06/2018 09/2018
  • 07/2022 → Present
    Ieq Capital, Llc
    Foster City, CA
  • 06/2021 → 09/2021
    Zs Associates
    South San Francisco, CA
  • 08/2018 → 05/2022
    Stanford University
    Palo Alto, CA
  • 09/2014 → 06/2018
    Junipero Serra High School
    San Mateo, CA
  • 07/2020 → 09/2020
    Franklin Templeton
    San Mateo, CA
  • 06/2019 → 09/2019
    Serra High School
    San Mateo, CA
  • 06/2018 → 09/2018
    San Mateo Pal
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-24
  • S65 Uniform Investment Adviser Law Examination
    2022-10-24

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

TONY HUNG NGUY
DYLAN BOWSKY
Ronald Timothy Clement

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

More in Foster City, CA

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