IEQ Capital

About

IEQ Capital is Registered Investment Advisor, with $36.5B of Collectively Managed RAUM, seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. * EPIQ and IEQ are under common control but operate independently. As of 12/31/24, the IEQ group manages $36.5bn in RAUM, with IEQ Capital at $30bn and EPIQ Capital Group at $6.3bn. IEQ RAUM as of 12/31/2023 as reported in IEQ Capital's Form ADV filed in March 2024 totaled $23.5bn. EPIQ RAUM as of 12/31/2023 as reported in EPIQ Capital Group's Form ADV filed in March 2024 totaled $4.94bn. RAUM includes currently managed assets as well as unfunded commitments to sponsored funds. This website's content is for general informational purposes only and should not be considered an offer to sell or a solicitation to buy any security or financial product from IEQ or any entity. Information here should not be relied upon for business, investment, or other decisions, nor as a substitute for professional advice or recommendations. Special Notice to Non-U.S. Investors: The investment products and services mentioned are intended for U.S. residents only and do not constitute a solicitation or offer in any jurisdiction where it would be unlawful.