Ieq Capital, LLC

Registered investment advisor · Foster City, California · CRD #301819

Assets Under Management

$56.8B

Client Accounts

2,309

Employees

266

CRD Number

301819

Registration

SEC Registered

Custodian

National Financial Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Ieq Capital, LLC

IEQ Capital is an independent Registered Investment Advisor (RIA) founded in 2019, focusing on wealth management for ultra-high net worth families across the nation. The firm offers alternative investment solutions, customized endowment-style portfolios, and comprehensive family office services. Headquartered in Foster City, IEQ Capital is predominantly employee-owned and emphasizes a culture of intellectual excellence and emotional connection with clients. The firm acts as clients' Chief Inves

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Ieq Capital, LLC

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Frequently Asked Questions

What is Ieq Capital, LLC's AUM?

Ieq Capital, LLC reports approximately $56.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Ieq Capital, LLC headquartered?

Ieq Capital, LLC is headquartered in Foster City, California.

What is Ieq Capital, LLC's CRD number?

Ieq Capital, LLC's CRD number is 301819. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.