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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 222 | 266 | increased by44 |
| Apr 1, 2026 | Clients | 1,963 | 2,309 | increased by346 |
| Apr 1, 2026 | AUM | $35,380,260,418 | $56,765,635,111 | increased by$21,385,374,693 |
| Apr 1, 2026 | Accounts | 1,963 | 2,309 | increased by346 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 81 | 222 | increased by141 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 937 | 1,963 | increased by1,026 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,791,397,748 | $35,380,260,418 | increased by$17,588,862,670 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 937 | 1,963 | increased by1,026 |
| Apr 1, 2022 | Employees | 71 | 81 | increased by10 |
| Apr 1, 2022 | Clients | 784 | 937 | increased by153 |
| Apr 1, 2022 | AUM | $11,591,748,729 | $17,791,397,748 | increased by$6,199,649,019 |
| Apr 1, 2022 | Accounts | 784 | 937 | increased by153 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IEQ CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IEQ CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.