Joshua Colin Perlmutter
Investment Adviser Representative at IEQ Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Colin Perlmutter is an investment adviser representative with IEQ Capital, LLC in Los Angeles, CA, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Santa Barbara Athletics Club (Earthbar)Sep 2019 – Jun 2020Santa Barbara, CA
- Mulholland BrandJun 2020 – Jun 2022Los Angeles, CA
- The Ritz-Carlton Hotel Company, L.L.C.Nov 2020 – Jun 2022Goleta, CA
- Raymond JamesJun 2021 – Jun 2022Beverly Hills, CA
- IEQ Capital, LLCJul 2022 – no end date reportedLos Angeles, CA
- University of California Santa BarbaraSep 2020 – Jun 2022Santa Barbara, CA
- Santa Barbara City CollegeSep 2018 – Jun 2020San Barbara, CA
- University of OregonSep 2017 – Jun 2018Eugene, OR
- Notre Dame High SchoolSep 2013 – Jun 2017Los Angeles, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IEQ Capital, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 182
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Foster City, CA
- SEC file number:
- 801-115278
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 9, 2026
View full firm profileOther advisors at IEQ Capital, LLC
Showing 12 of 182 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Colin Perlmutter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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