Natalia Whitaker

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

• 01/2015 → 06/2022
  Unemployed
  Mill Valley, CA
• 06/2022 → 08/2022
  Corner Table Restaurants
  New York, Ny, NY
• 08/2022 → 06/2023
  Unemployed
  Mill Valley, CA
• 06/2023 → 09/2023
  Astor Financial Group
  Mill Valley, CA
• 09/2023 → 09/2024
  Unemployed
  Mill Valley, CA
• 09/2024 → 01/2025
  Third Bridge Group Limited
  Los Angeles, CA
• 01/2025 → 04/2025
  Third Bridge Group Limited
  Los Angeles, CA
• 05/2025 → Present
  Ieq Capital, Llc
  Los Angeles, CA

Other Businesses

American Key Food Products LLC 1 Reuten Drive, Closter, NJ 07624, USA Food distribution Passive shareholder in a family business the start date of your relationship: 01/01/2023

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-12