We are driven by a shared commitment and foundational trust

At IEQ Capital you get a highly experienced investment team, not just an individual adviser. As fiduciaries and community leaders, we prioritize the best interests of our clients and hold ourselves accountable to building a culture of integrity.

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$33.8 Billion of Collectively Managed Regulatory Assets Under Management *

20+ Years that the core team has been together

240+ Of the best and brightest minds

* EPIQ and IEQ are under common control but operate independently. As of 9/30/2024, the IEQ group manages $33.8 billion in RAUM, with IEQ Capital at $27.8 billion and EPIQ Capital Group at $5.9 billion. IEQ RAUM as of 12/31/2023 as reported in IEQ Capital's Form ADV filed in March 2024 totaled $23.5bn. EPIQ RAUM as of 12/31/2023 as reported in EPIQ Capital Group's Form ADV filed in March 2024 totaled $4.94bn. RAUM includes currently managed assets as well as unfunded commitments to sponsored funds.

Our Team

Investors.
Business leaders.
At your service.

We are investors, not just advisers. We are independent and free from the limitations of larger financial institutions. These factors create a mutual incentive to provide investment opportunities tailored to your specific needs. Through clear communication and full transparency, we are dedicated to providing you with an exceptional client experience. 

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