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Inactive

Joshua Colin Perlmutter

Ieq Capital, LLC

Los Angeles, CA

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Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-12-22
  • CA RA
    APPROVED
    Since 2022-12-22

Branch Locations

11601 Wilshire Blvd Suite 460, Los Angeles, CA 90025 • 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
Santa Barbara Athletics Club (Earthbar) Santa Barbara CA 09/2019 06/2020
Mulholland Brand Los Angeles CA 06/2020 06/2022
The Ritz-Carlton Hotel Company, L.L.C. Goleta CA 11/2020 06/2022
Raymond James Beverly Hills CA 06/2021 06/2022
Ieq Capital, Llc Los Angeles CA 07/2022 Present
University Of California Santa Barbara Santa Barbara CA 09/2020 06/2022
Santa Barbara City College San Barbara CA 09/2018 06/2020
University Of Oregon Eugene OR 09/2017 06/2018
Notre Dame High School Los Angeles CA 09/2013 06/2017
  • 09/2019 → 06/2020
    Santa Barbara Athletics Club (Earthbar)
    Santa Barbara, CA
  • 06/2020 → 06/2022
    Mulholland Brand
    Los Angeles, CA
  • 11/2020 → 06/2022
    The Ritz-Carlton Hotel Company, L.L.C.
    Goleta, CA
  • 06/2021 → 06/2022
    Raymond James
    Beverly Hills, CA
  • 07/2022 → Present
    Ieq Capital, Llc
    Los Angeles, CA
  • 09/2020 → 06/2022
    University Of California Santa Barbara
    Santa Barbara, CA
  • 09/2018 → 06/2020
    Santa Barbara City College
    San Barbara, CA
  • 09/2017 → 06/2018
    University Of Oregon
    Eugene, OR
  • 09/2013 → 06/2017
    Notre Dame High School
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-22
  • S65 Uniform Investment Adviser Law Examination
    2022-12-22

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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