|
⚲
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| IEQ Capital LLC
✚
| |
|---|---|
| CRD # | 301819 |
| SEC # | 801-115278 |
| CIK # | 0001779789 |
| AUM | $23.6 BB (2024-07-02) |
| Employees | 156 (64% Investors, 0% Brokers) |
| Phone | 650-581-9807 |
| Address | 950 Tower Lane Foster City, CA 94404 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| META | 434.9 | 0.4 | |
| RBLX | 20.5 | 0.4 | |
| AAPL | 2,382.8 | 0.4 | |
| MSFT | 1,918.2 | 0.3 | |
| NVDA | 399.6 | 0.3 | |
| AMZN | 1,093.0 | 0.2 | |
| CRWD | 40.4 | 0.2 | |
| GOOGL | 1,475.1 | 0.2 | |
| UPBD | 0.1 | ||
| SNOW | 45.7 | 0.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,425 | 23.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,434 | 23.6 |
| By Discretionary | ||
| Discretionary | 1,369 | 22.3 |
| Non-Discretionary | 65 | 1.2 |
| Total | 1,434 | 23.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 23.6 | |
| Total | 1,434 | 23.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001779789] |
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|---|---|---|
|
Ameritas Investment Partners Inc
✚
|
NE | 24.9 |
|
Sustainable Growth Advisers LP
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22.3 | |
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Brandes Investment Partners LP
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CA | 22.2 |