Ieq Capital, LLC is a large advisory firm based in Foster City. It manages $8.19 billion of regulatory assets for 570 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, Colorado, Connecticut, and 14 other states.
Ieq Capital provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ieq Capital, LLC is $8.19 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ieq Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ieq Capital is high net worth individuals with 567 clients and $8.11 billion of assets under management. Among the 10 most similar advisory firms, Ieq Capital has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $8.11 billion for 567 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ieq Capital doesn't advise any private funds.
The company employs 55 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ieq Capital, LLC performs its advisory services is located at 950 Tower Lane, Foster City, CA 94404, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-581-9807. The normal business hours are 6:30 am - 5:00 pm on Monday - Friday.