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| IEQ Capital LLC
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| CRD # | 301819 |
| SEC # | 801-115278 |
| CIK # | 0001779789 |
| AUM | 56.77 B (2026-06-09) |
| Employees | 266 (73% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-581-9807 |
| Address | 950 Tower Lane Foster City, CA 94404 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Wed, 22 Jul 2026 | IEQ Capital Welcomes Kim Stolz as Senior Managing Director — PR Newswire |
| Wed, 10 Jun 2026 | IEQ Capital Welcomes Frank Hurley as Managing Director in New York — Yahoo Finance |
| Mon, 08 Jun 2026 | IEQ Capital Welcomes Lauren Hoffman as Managing Director — PR Newswire |
| Thu, 21 May 2026 | $46.6bn IEQ Capital pursuing external CEO hire: Sources — Citywire |
| Wed, 22 Apr 2026 | Four IEQ Capital Founders Recognized by Forbes as Top Ten Wealth Advisors in Northern California — PR Newswire |
| CIK | Period |
|---|---|
| 0001779789 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Roblox Corp | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| Apple Inc | 0.7 | ||
| Facebook Inc | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Alphabet Inc | 0.3 | ||
| Broadcom Inc | 0.3 | ||
| CrowdStrike Holdings Inc | 0.2 | ||
| Goldman Sachs Group Inc | 0.2 | ||
| Snowflake Inc | 0.2 | ||
| Tesla Motors Inc | 0.2 | ||
| Quanta Services Inc | 0.1 | ||
| Comfort Systems USA Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
| Merck & Co Inc | 0.1 | ||
| Salesforce Com Inc | 0.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2,300 | 56.5 |
| (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 | 2,309 | 56.8 |
| By Discretionary | ||
| Discretionary | 2,142 | 46.2 |
| Non-Discretionary | 167 | 10.5 |
| Total | 2,309 | 56.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 56.6 | |
| Total | 2,309 | 56.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001779789] | |
| SC 13G | [0001779789] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| IEQ Capital LLC | Upbound Group Inc | [2025-08-14] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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