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IEQ CAPITAL, LLC
CRD 301819File 801-115278
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$56.77B
Top 10% of cohort (national)
Discretionary AUM
$46.24B
Non-discretionary $10.52B
Clients
2,309
2,309 accounts
Employees
266
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 14, 2019
- Principal office
- 950 TOWER LANE, SUITE 1800, FOSTER CITY, CA, 94404
- Phone
- 650-581-9807
- Website
- http://www.ieqcapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $56.77B
- Discretionary AUM
- $46.24B
- Non-discretionary AUM
- $10.52B
- Discretionary accounts
- 2,142
- Non-discretionary accounts
- 167
- Total accounts
- 2,309
- AUM per client
- $24.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 9 | $226.4M |
| High net worth individuals | 2,300 | $56.54B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.