Advisor at IEQ Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IEQ Capital, LLC
Location
Foster City, CA 94404
Credentials
Series 63, Series 65, Series 66
Industry experience
20 years
Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining IEQ Capital in 2019, he worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2019. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, and private funds. The firm’s investment approach includes centralized macro and manager research, use of independent managers, and allocation to liquid and private alternative investments.
Based on IEQ Capital, LLC
Based on IEQ Capital, LLC
Management fees may be negotiated as fixed dollar amounts paid quarterly in advance, depending on client complexity
Performance-based fees generally 10% of the excess profits over a stated threshold on certain single-asset investments/vehicles; also private alternative investment funds may charge performance-based fees (IEQ does not receive these)
Account minimum: $10,000,000 Minimum fee: Minimum management fee starting at $6,250 per quarter, though some clients negotiate lower minimums
950 Tower Lane, Suite 1800
Foster City, CA 94404
Arizona · California · Delaware · Nevada · New York · Washington
IEQ Capital, LLC
2019 - Present (7 years)
First Republic Securities Company, LLC
2017 - 2019 (2 years)
First Republic Investment Management, Inc.
2017 - 2019 (2 years)
First Republic Investment Management
2015 - 2017 (2 years)
First Republic Securities Company, Llc
2015 - 2017 (2 years)
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