FOSTER CITY, CACRD 301819Latest ADV March 30, 2026
Ieq Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Foster City, CA. Its latest Form ADV filing, dated March 30, 2026, reports $56.8B in regulatory assets under management, 266 employees, 16 offices, and 2,309 accounts.
Assets Under Management
$56.8B
Employees
266
Offices
16 offices
Total Clients
2,309
Primary office
FOSTER CITY, CA
950 TOWER LANE, SUITE 1800, FOSTER CITY, CA, United States
Top client segmentHNWI represent 99.6% of total clients.
Top client categories% of clientsClients
1
HNWI
99.6%
2,300
2
Charitable
0.4%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$56.8Bas of March 30, 2026
Discretionary81.5%
$46.2B
81% of total RAUM81.5%
Non-discretionary18.5%
$10.5B
19% of total RAUM18.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$56.8B
Total Accounts2,309
10Y AUM Change+$56.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees266
Clients per Employee9:1
10Y Employee Change+210 (+375.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.