IEQ Capital, LLC

IEQ Capital provides portfolio management and investment advisory services primarily to high‑net‑worth individuals and families, as well as trusts, foundations, endowments, non‑profit organizations and other entities. Beyond discretionary SMA management, the firm also offers ancillary family‑office and administrative services (including bill payment and consolidated reporting), OCIO engagements, donor‑advised fund support, PPLI sub‑advisory roles, and assists clients who seek exposure to digital assets through Fidelity Digital Asset Services.

The firm’s investment process is driven by centralized macroeconomic research and the preparation of client‑specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, third‑party Independent Managers, and private alternative investments. IEQ performs multi‑phase due diligence and presents memoranda to an Investment Committee, and it sources private opportunities via white‑labeled iCapital Access Funds, SPVs, and direct co‑investment structures when appropriate.

IEQ emphasizes working with very high‑net‑worth households (the firm states a focus on clients with net worth of $10 million or more and typically requires accredited or qualified purchaser status for private fund investments), and its client mix does not rely on lower‑net‑worth retail or traditional corporate/business clients. Its platform and organizational arrangements — including serving as sub‑adviser on iCapital access vehicles, operating related Access Fund and SPV structures, and ownership/credit relationships involving Stone Point affiliates — are notable operational features that differentiate it from many enterprise peers.