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IEQ Capital LLC
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CRD # | 301819 |
SEC # | 801-115278 |
CIK # | 0001779789 |
AUM | $18.5 BB (2023-03-30) |
Employees | 81 (70% Investors, 0% Brokers) |
Phone | 650-581-9807 |
Address | 950 Tower Lane Foster City, CA 94404 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.2 | |
MSFT | 1,918.2 | 0.2 | |
RBLX | 20.5 | 0.1 | |
AMZN | 1,093.0 | 0.1 | |
CRWD | 40.4 | 0.1 | |
CRM | 170.6 | 0.1 | |
GOOGL | 1,475.1 | 0.1 | |
SNOW | 45.7 | 0.1 | |
GOOG | 1,482.6 | 0.1 | |
NVDA | 399.6 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 932 | 17.7 |
(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 | 5 | 0.1 |
(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 | 937 | 17.8 |
By Discretionary | ||
Discretionary | 914 | 17.3 |
Non-Discretionary | 23 | 0.4 |
Total | 937 | 17.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 17.8 | |
Total | 937 | 17.8 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001779789] |
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Prudent Man Advisors LLC
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|
IL | 20.2 |
C Worldwide Asset Management Fondsmaeglerselskab A/S
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20.1 | |
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CT | 18.4 |
Burgundy Asset Management Ltd
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18.2 | |
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|
18.2 | |
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|
FL | 17.6 |
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|
CA | 17.5 |
Capital Strategies Investment Group LLC
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|
IL | 17.3 |