The IEQ CAPITAL is a privately held investment adviser that advises $56.77Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. IEQ CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 389.71% over the last 5-years.
The Group has been registered with the SEC for 7.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 12 office locations with their Headquarters at 950 TOWER LANE SUITE 1800, FOSTER CITY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 266 employees comprised of 193 investment and 73 non-investment staff. The total number of Employees increased by 274.65% over the last 5-years.
Their $56.77Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $56.54Bn or 99.6% of Total Assets and Charitable Organizations own $226.37mn or 0.4% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
IEQ CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.