IEQ CAPITAL, LLC
CRD #301819 SEC #801-115278 FOSTER CITY, CA 650-581-9807
SEC Registered
Total AUM
$35.4B
Discretionary
$33.9B
Employees
222
Clients
251
Accounts
1,963
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $35.4B | $33.9B | $1.4B | 222 | 0 |
| May 2025 | $35.4B | $33.9B | $1.4B | 222 | 0 |
| Mar 2025 | $35.4B | $33.9B | $1.4B | 222 | 0 |
| Oct 2024 | $23.6B | $22.3B | $1.2B | 156 | 0 |
| Jul 2024 | $23.6B | $22.3B | $1.2B | 156 | 0 |
| Mar 2024 | $23.6B | $22.3B | $1.2B | 156 | 0 |
| Aug 2023 | $18.5B | $17.7B | $815.4M | 120 | 0 |
| Jun 2023 | $18.5B | $17.7B | $815.4M | 120 | 0 |
| Mar 2023 | $18.5B | $17.7B | $815.4M | 120 | 0 |
| Jan 2023 | $17.8B | $17.3B | $446.8M | 81 | 0 |
| Nov 2022 | $17.8B | $17.3B | $446.8M | 81 | 0 |
| Mar 2022 | $17.8B | $17.3B | $446.8M | 81 | 0 |
| Oct 2021 | $11.6B | $11.2B | $345M | 71 | 0 |
| Mar 2021 | $11.6B | $11.2B | $345M | 71 | 0 |
| Mar 2021 | $11.6B | $11.2B | $345M | 71 | 0 |
| Dec 2020 | $9.8B | $9.5B | $256.4M | 63 | 0 |
| Oct 2020 | $9.8B | $9.5B | $256.4M | 63 | 0 |
| Sep 2020 | $9.8B | $9.5B | $256.4M | 63 | 0 |
| Jun 2020 | $9.6B | $9.3B | $279.1M | 60 | 0 |
| Mar 2020 | $9.6B | $9.3B | $279.1M | 60 | 0 |
| Sep 2019 | $8.2B | $8.1B | $51.2M | 55 | 0 |
| Jun 2019 | $0 | $0 | $0 | 56 | 0 |
| Apr 2019 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$35.4B
Discretionary$33.9B
Non-Disc.$1.4B
Employees222
Clients0
DateMay 2025
Total AUM$35.4B
Discretionary$33.9B
Non-Disc.$1.4B
Employees222
Clients0
DateMar 2025
Total AUM$35.4B
Discretionary$33.9B
Non-Disc.$1.4B
Employees222
Clients0
DateOct 2024
Total AUM$23.6B
Discretionary$22.3B
Non-Disc.$1.2B
Employees156
Clients0
DateJul 2024
Total AUM$23.6B
Discretionary$22.3B
Non-Disc.$1.2B
Employees156
Clients0
DateMar 2024
Total AUM$23.6B
Discretionary$22.3B
Non-Disc.$1.2B
Employees156
Clients0
DateAug 2023
Total AUM$18.5B
Discretionary$17.7B
Non-Disc.$815.4M
Employees120
Clients0
DateJun 2023
Total AUM$18.5B
Discretionary$17.7B
Non-Disc.$815.4M
Employees120
Clients0
DateMar 2023
Total AUM$18.5B
Discretionary$17.7B
Non-Disc.$815.4M
Employees120
Clients0
DateJan 2023
Total AUM$17.8B
Discretionary$17.3B
Non-Disc.$446.8M
Employees81
Clients0
DateNov 2022
Total AUM$17.8B
Discretionary$17.3B
Non-Disc.$446.8M
Employees81
Clients0
DateMar 2022
Total AUM$17.8B
Discretionary$17.3B
Non-Disc.$446.8M
Employees81
Clients0
DateOct 2021
Total AUM$11.6B
Discretionary$11.2B
Non-Disc.$345M
Employees71
Clients0
DateMar 2021
Total AUM$11.6B
Discretionary$11.2B
Non-Disc.$345M
Employees71
Clients0
DateMar 2021
Total AUM$11.6B
Discretionary$11.2B
Non-Disc.$345M
Employees71
Clients0
DateDec 2020
Total AUM$9.8B
Discretionary$9.5B
Non-Disc.$256.4M
Employees63
Clients0
DateOct 2020
Total AUM$9.8B
Discretionary$9.5B
Non-Disc.$256.4M
Employees63
Clients0
DateSep 2020
Total AUM$9.8B
Discretionary$9.5B
Non-Disc.$256.4M
Employees63
Clients0
DateJun 2020
Total AUM$9.6B
Discretionary$9.3B
Non-Disc.$279.1M
Employees60
Clients0
DateMar 2020
Total AUM$9.6B
Discretionary$9.3B
Non-Disc.$279.1M
Employees60
Clients0
DateSep 2019
Total AUM$8.2B
Discretionary$8.1B
Non-Disc.$51.2M
Employees55
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees56
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0