Aarish Romesh Patell
Investment adviser representative at Ieq Capital, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$56.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ieq Capital, LLCNov 2025 to now
- UnemployedJul 2025 to Oct 2025
- Lgt Capital Partners (USA) Inc.Jul 2023 to Jun 2025
- UnemployedApr 2023 to Jul 2023
- Canvas VenturesJan 2022 to Apr 2023
- Cambridge AssociatesSep 2017 to Dec 2021
- NepcJan 2015 to Jul 2017
- Cjs Securities, Inc.Mar 2012 to Jun 2022
- UnknownFeb 2012 to Dec 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6036105
- Firm CRD
- 301819