Gustavo
Pires De Oliveira Dias

Ieq Capital, LLC

CRD#6698817
Investment Advisor
in Los Angeles, CA

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About this Advisor

Gustavo Pires De Oliveira Dias is a financial advisor based in Los Angeles, California, working with Ieq Capital, LLC. Gustavo has previously held positions at Claremont College, Banco Santardes, Center For Innovation, Orbital Insight, Inc, Brownson, Rehmus & Foxworth, Portola Partners Group LLC, Ieq, Kellogg School Of Management, and Qualcomm Ventures. Gustavo has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Gustavo is part of Ieq Capital, LLC, which operates out of Los Angeles, California. The firm has 9 offices and 156 employees. The firm manages assets totaling $23.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Ieq Capital, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11601 Wilshire Blvd Suite 460
Los Angeles, CA 90025

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Ieq Capital, LLC Brokerage Details

Total Assets Under Management

$23,584,354,606

CA Average: $7,578,581,321
Total Number of Employees

156

CA Average: 43
Total Number of Accounts

1,434

CA Average: 3,727
Average Account Size

$16,446,551

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Gustavo Pires De Oliveira Dias Work History

2022 - Present (2 years)

Ieq

2021 - 2022 (1 year)

Qualcomm Ventures

2020 - 2021 (1 year)

Portola Partners Group LLC

2020 - 2022 (2 years)

Kellogg School Of Management

2016 - 2019 (3 years)

Brownson, Rehmus & Foxworth

2015 - 2015 (< 1 year)

Center For Innovation

2015 - 2016 (1 year)

Center For Innovation

2014 - 2014 (< 1 year)

Banco Santardes

2014 - 2015 (1 year)

Orbital Insight, Inc

2012 - 2016 (4 years)

Claremont College

Disclosures

Please visit the SEC profile of Gustavo Pires De Oliveira Dias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ieq Capital, LLC

Anne Beyel
San Mateo, CA
Kevin Burt
San Mateo, CA
Alexander Webb
San Mateo, CA
Meenakshi Karamcheti
San Mateo, CA
Jack Shepard
San Mateo, CA
Samantha Lee
San Mateo, CA
Adam Bratton
San Mateo, CA
William Lynch
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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