Ryder James Haupt
Investment adviser representative at Ieq Capital, LLC
16 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 yearsFirm in business
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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
16 years in the industry.
- Ieq Capital, LLCJul 2025 to now
- University of MichiganAug 2024 to Jul 2025
- Cambridge AssociatesJun 2024 to Aug 2024
- University of MichiganAug 2023 to May 2024
- Elevate Financial PartnersMay 2023 to Aug 2023
- University of MichiganAug 2022 to May 2023
- Hyatt Regency HotelJun 2022 to Aug 2022
- University of MichiganAug 2021 to May 2022
- Corona Del Mar High SchoolSep 2017 to Jun 2021
- Harbor Day SchoolSep 2010 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8150762
- Firm CRD
- 301819