Ieq Capital is an investment advisor in Foster City with $17.79 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-115278
FINRA CRD number
301819
AUM ?
$23.58 bn
(as of 28 Mar 24)
Accounts
1,434
(as of 28 Mar 24)
Employees
156
(100 investment advisory or research)
Address
Ieq Capital
950 TOWER LANE
SUITE 1800
FOSTER CITY
CA 94404
950 TOWER LANE
SUITE 1800
FOSTER CITY
CA 94404
Phone
650-581-9807
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21