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- Custodian
- State Street · Vanguard
- Clients
- Retail
- Platforms
- Pioneer capitalMomentum focus +more
- Established Date
- 03-22-2011
- Office Locations
- 1
Office Locations
About Blue River South, LLC
IQ-EQ is a global investor services group providing integrated solutions for alternative assets and corporate services. It supports fund and asset managers, asset owners, and debt/capital markets and corporate clients with an end-to-end service offering delivered across key jurisdictions, 24/7. Distribution-relevant differentiator: director-led teams with senior members averaging 20+ years’ experience and a formal client feedback/listening program.
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Owner & Executives
BEN J SALM
Chief Compliance Officer, Founder
- CRD
- #5866372
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $74,575,600 | -- |
| Total | $74,575,600 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,575,600
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $460,303,902 | 42.9% |
| Public Funds | $414,166,215 | 38.6% |
| Cash | $198,499,351 | 18.5% |
| Total | $1,072,969,468 | 100.0% |