|
⚲
|
| 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) |
|---|
| CIK | Period |
|---|---|
| 0001779789 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Facebook Inc | 434.9 | 0.4 | |
| Roblox Corp | 20.5 | 0.4 | |
| Apple Inc | 2,382.8 | 0.4 | |
| Microsoft Corp | 1,918.2 | 0.3 | |
| Nvidia Corp | 399.6 | 0.3 | |
| Amazon Com Inc | 1,093.0 | 0.2 | |
| CrowdStrike Holdings Inc | 40.4 | 0.2 | |
| Alphabet Inc | 1,475.1 | 0.2 | |
| Rent A Center Inc de | 0.1 | ||
| Snowflake Inc | 45.7 | 0.1 | |
| Alphabet Inc | 1,482.6 | 0.1 | |
| Salesforce Com Inc | 170.6 | 0.1 | |
| Neurocrine Biosciences Inc | 9.3 | 0.1 | |
| Coinbase Global Inc | 13.4 | 0.1 | |
| J P Morgan Chase & Co | 340.2 | 0.1 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.1 | |
| Broadcom Inc | 201.3 | 0.1 | |
| Nu Holdings Ltd | 17.7 | 0.1 | |
| Datadog Inc | 30.7 | 0.1 | |
| Lilly Eli & Co | 301.8 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,425 | 23.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,434 | 23.6 |
| By Discretionary | ||
| Discretionary | 1,369 | 22.3 |
| Non-Discretionary | 65 | 1.2 |
| Total | 1,434 | 23.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 23.6 | |
| Total | 1,434 | 23.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001779789] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ameritas Investment Partners Inc
✚
|
NE | 24.9 |
|
Sustainable Growth Advisers LP
✚
|
CT | 23.9 |
|
PNC Investments LLC
✚
|
PA | 23.9 |
|
Highland Associates Inc
✚
|
AL | 23.6 |
|
Asset Allocation & Management Company LLC
✚
|
IL | 23.0 |
|
Davis Selected Advisers LP
✚
|
AZ | 22.9 |
|
SmartX Advisory Solutions LLC
✚
|
FL | 22.9 |
|
Sage Advisory Services Ltd Co
✚
|
TX | 22.7 |
|
Templeton Global Advisors Limited
✚
|
22.3 | |
|
Brandes Investment Partners LP
✚
|
CA | 22.2 |