SEC Form ADV

IEQ CAPITAL, LLC

Firm profile: IEQ Capital — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$56.8B
Assets Under Management
2,309
Total Clients
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Registration Details

Accession
CRD-301819
Location
FOSTER CITY, CA
Filing Date
March 30, 2026
AUM
$56.8B
Total Clients
2,309
Amendment
No

About this Adviser

IEQ CAPITAL, LLC is a registered investment adviser headquartered in FOSTER CITY, CA, managing approximately $56.8B in assets across 2,309 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.