Clients
IEQ Capital serves 2,309 clients, 2,300 of them high-net-worth individuals. The average client has about $25 million with the firm, and high-net-worth clients hold 100% of its $56.8 billion in assets.
- High-net-worth individuals2,300 clients100%
What it does
IEQ Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. It is paid through a percentage of assets and fixed fees.
IEQ Capital provided financial planning to 251–500 clients last fiscal year and advises no private funds.
81.5% of assets ($46.24B across 2,142 accounts) are managed with discretion; $10.52B across 167 accounts are not. 1% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
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| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 2,300 | $56,539,267,979 | 99.6% | $24.6M |
| Charitable organizations | 9 | $226,367,132 | 0.4% | $25.2M |
| Total | 2,309 | $56,765,635,111 | 100% | $24.6M |
- Regulatory AUM
- $56,539,267,979
- Share
- 99.6%
- Avg. per client
- $24.6M
- Regulatory AUM
- $226,367,132
- Share
- 0.4%
- Avg. per client
- $25.2M
What the accounts hold
The filed percentages total 99%. The values below are shown as filed.
- Exchange-traded equity securities
- 46%
- U.S. government/agency bonds
- 3%
- U.S. state and local bonds
- 5%
- Securities issued by registered investment companies or business development companies
- 13%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 26%
- Cash and cash equivalents
- 6%
Custodians
IEQ Capital’s client accounts are held mainly at Fidelity, with 72% of managed assets. IEQ Capital has custody of $41.64B for 2,008 clients.
- FidelityNational Financial Services LLC · Boston, MA · $40.89B72%
- All other custodians$15.87B28%
Ownership and leadership
IEQ Midco III, LLC owns 75% or more of IEQ Capital.
- Owns 75% or more of IEQ Capital, LLC
IEQ Midco III, LLC
Control person · since December 2022
- Owns 75% or more of IEQ Midco III, LLC
IEQ Midco II, LP
Control person · since December 2022
- Owns 50% to 75% of IEQ Midco II, LP
IEQ Midco I, LLC
since December 2022
- Owns 75% or more of IEQ Midco I, LLC
IEQ Holdings, LLC
Control person · since December 2022
- Owns 75% or more of IEQ Holdings, LLC
IEQ Founders, LLC
Control person · since June 2019
- Owns 25% to 50% of IEQ Founders, LLC
Robert Skinner
Control person · since June 2019
IEQ Capital Management, LLC
Managing member · Control person · since June 2019
IEQ Midco II GP, LLC
General partner · since December 2022
Leadership
- Bethany PetersonChief Financial Officer
- Lior KeshetChief Compliance Officer & General Counsel
- Eric HarrisonManaging Partner
- Dean HorwitzChief Operations Officer
- Robert SkinnerManaging Partner
- Jeffrey WestsmithExecutive Team Member
- Megan WhyteExecutive Team Member
- Alan ZafranManaging Partner
Staff
- 266 employees
- 193 in advisory functions
- 174 state-registered reps
- 1 soliciting firm
Reported holdings
IEQ Capital’s reported 13F holdings total $21.68B across 2,011 positions, and the ten largest make up 25.7% of it.
- $21.68B
- Reported 13F value
- 2,011
- Positions
- 25.7%
- In the 10 largest
- +0.6%
- Value vs. prior quarter
- Nvidia Corporation4.2%
- Roblox Corp. · CL A4.2%
- Apple Inc.3.1%
- State Str SPDR S&P 500 ETF T · TR Unit2.4%
- Meta Platforms Inc. · CL A2.2%
- Crowdstrike Hldgs Inc. · CL A2.2%
- Microsoft Corp.2.0%
- Alphabet Inc. · Cap Stk CL A1.8%
- SPDR Series Trust · ST Str Blo 1 ETF1.8%
- Vanguard Index Fds · Total Stk Mkt1.8%
Together, the ten largest are 25.7% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $21.68B is not its $56.77B in regulatory assets and does not represent any individual client's portfolio.
Fees
IEQ Capital charges up to 1.00% a year for investment advisory services.
| Service | Stated range | How it is charged |
|---|---|---|
| Investment advisory services | Up to 1.00% a year | Percentage of assets; negotiable, billed in advance or in arrears. |
- Stated range
- Up to 1.00% a year
- How it is charged
- Percentage of assets; negotiable, billed in advance or in arrears.
Offices and registrations
Besides its headquarters, IEQ Capital has 19 offices (9 private residences, listed without an address), with 11 listed addresses across 6 states.
California · 6 listed addresses
- 950 Tower Lane, Suite 1800, Foster CityHQ
- 525 Market ST., San Francisco
- 250 Lafayette Circle, Lafayette
- 11601 Wilshire BLVD, Los Angeles
- 888 San Clemente Drive, Newport Beach
- 100 Clock Tower Place, Carmel
Georgia · 1 listed address
- 3198 Cains Hill PL NW, Atlanta
Massachusetts · 1 listed address
- One Federal Street, Boston
Missouri · 1 listed address
- 7701 Forsyth BLVD., ST. Louis
New York · 1 listed address
- 641 Lexington Ave., New York
Texas · 1 listed address
- 3131 McKinney Avenue, Dallas
Other business names
IEQ Capital has reported 1 other business name to the SEC.
- Epiq Capital Group, LLC
Registration details
- Legal name
- IEQ Capital, LLC
- Headquarters
- 950 Tower Lane, Suite 1800, Foster City, CA 94404
- Phone
- 650-581-9807
- Website
- www.ieqcapital.com
- SEC file
- 801-115278
- Founded
- 2019
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does IEQ Capital have?
IEQ Capital has 2,309 clients and manages $56.8 billion for them, as of June 2026. They include 2,300 high-net-worth individuals and 9 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does IEQ Capital offer?
IEQ Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and educational seminars. Its services also include estate planning and family office services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does IEQ Capital charge?
IEQ Capital charges up to 1.00% a year for investment advisory services.
Source: Part 2A brochure, Item 5
Which custodians does IEQ Capital use?
IEQ Capital’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $40,892,635,695. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026
How many financial advisors does IEQ Capital have?
IEQ Capital has 174 investment adviser representatives registered with state securities authorities, out of 266 employees, and 193 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does IEQ Capital invest in?
At the end of its last fiscal year, IEQ Capital’s separately managed accounts held 46% exchange-traded equities, 26% pooled vehicles (private funds and similar), 13% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 5% state and local bonds and 3% U.S. government and agency bonds. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns IEQ Capital?
IEQ Capital is owned through a chain of holding companies by Robert Skinner. Its direct owner is IEQ Midco III, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does IEQ Capital get paid?
IEQ Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
