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Managing Partner · IEQ Capital, LLC

Alan Zafran

CRD 2098205 · Named on Form ADV at one SEC-registered adviser

At a glance

IEQ Capital, LLC, an SEC-registered wealth manager based in Foster City, CA with $56.8 billion in regulatory assets, lists Alan Zafran on its Form ADV as Managing Partner, a control person.

Firms and roles

  • IEQ Capital, LLCManaging PartnerWealth manager · Foster City, CA · $57B in regulatory assets

AtlasMembers

Alan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Alan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.