Ieq Capital, LLC
IEQ Capital, LLC is a registered investment adviser headquartered in Foster City, California, USA. Founded in 2019, the firm specializes in independent wealth management, serving high-net-worth individuals and families. As of 2025, it employs approximately 222 people. IEQ expanded significantly in late 2024 by acquiring EPIQ Capital Group, further increasing its advisory offerings and client base. The firm offers a range of advisory and non-advisory services, leveraging both public and private market opportunities.
Investment Strategy
IEQ Capital employs a highly customized wealth management approach, focusing on personalized investment portfolios for high-net-worth individuals and select institutional clients. The firm combines public equities, fixed income, and alternative investments, including direct private equity and other private market opportunities, aiming to deliver risk-adjusted returns and preserve client capital. The strategy emphasizes open architecture, extensive due diligence, and access to niche investment opportunities typically unavailable to retail investors. IEQ also integrates newly acquired advisory practices to broaden client selection and expertise across traditional and alternative assets.
Top Holdings
Equity Positions (1,793)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RBLX | ROBLOX CORP | 12.09% | $1.98B | 18,778,640 | $45.23 | $105.20 | +$874.4M |
M META | META PLATFORMS INC | 4.47% | $730.1M | 989,156 | $254.25 | $738.09 | +$132.4M |
N NVDA | NVIDIA CORPORATION | 3.60% | $587.7M | 3,719,921 | $78.70 | $157.99 | +$274.5M |
A AAPL | APPLE INC | 2.88% | $470.8M | 2,294,475 | $149.97 | $205.17 | -$71.0M |
S SPY | SPDR S&P 500 ETF TR | 2.71% | $443.0M | 717,015 | $441.23 | $617.85 | -$74.0M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | New | Put | $370.4K | 980 | $157.99 | $157.99 | +980 | +$370.4K |
S SPY | SPDR S&P 500 ETF TR | New | Call | $229.7K | 19 | $617.85 | $617.85 | +19 | +$229.7K |
S SPY | SPDR S&P 500 ETF TR | New | Put | $159.3K | 146 | $617.85 | $617.85 | +146 | +$159.3K |