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William Patrick Dugan

Ieq Capital, LLC

Dallas, TX

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Current Employers
Ieq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-28
  • TX RA
    APPROVED
    Since 2025-02-28

Branch Locations

3131 Mckinney Avenue Suite 850, Dallas, TX 75204 • 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
Iconiq Capital San Francisco CA 07/2016 05/2018
Epiq Capital Group San Francisco CA 05/2018 12/2022
Epiq Capital Group San Francisco CA 01/2023 02/2025
Ieq Capital, Llc San Francisco CA 02/2025 Present
  • 07/2016 → 05/2018
    Iconiq Capital
    San Francisco, CA
  • 05/2018 → 12/2022
    Epiq Capital Group
    San Francisco, CA
  • 01/2023 → 02/2025
    Epiq Capital Group
    San Francisco, CA
  • 02/2025 → Present
    Ieq Capital, Llc
    San Francisco, CA
Previous Registrations
  • 2018-05-11 → 2025-02-21
    Epiq Capital Group, Llc
    San Francisco, CA
    San Francisco, CA
    Dallas, TX
  • 2016-11-15 → 2018-05-02
    Iconiq Capital, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-15
  • S65 Uniform Investment Adviser Law Examination
    2016-11-15
Other Names
  • William Dugan

View on SEC IAPD

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