$56.8B Total AUM
$46.2B Disc. AUM
38.2% 3Y CAGR
266 Employees
2,309 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- SummitPeak momentum +more
- Established Date
- 05-14-2019
- Office Locations
- 22
Office Locations
1 Federal Street Boston MA
1 Lombard ST, STE 303 -- CA
1 Lombard St. #200 SAN Francisco CA
About IEQ Capital, LLC
EPIQ (IEQ Capital, LLC) is a Silicon Valley-based multi-family office and institutional-style investment manager serving ultra-high-net-worth families and institutions (typically $100M+ net worth). The firm combines investment management with integrated wealth services across tax/trust/estate planning, credit and lending, philanthropy, and family services, and builds portfolios using both public vehicles (including ETFs) and private funds, often custodying at Schwab.
Team overview
33 AVG AGE
$294.1M AVG AUM / ADVISOR
$24.6M AVG AUM / CLIENT
1.6 yrs AVG TENURE
266 Employees
193 Advisory Reps
174 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Zenith momentum Oak Harbor meridian Meridian Focus foundation Eagle Vertex Optima Optima Harbor Vital focus
Client Personas
Glacier
CRM
Eagle
Custodian
Quantum Delta eagle Vertex element Ridge frontier Focus ember Frontier prime
Investment Themes
Momentum North momentum Atlas Focus quantum Wave
Investment Vehicles
Prime Summit peak Value alpha
Platform
Vector
Services
Vertex Peak horizon Summit crest Delta peak Harbor matrix Eagle prime Summit horizon Signal insight
Technology
Catalyst Horizon element Pioneer meridian Momentum Harbor Glacier alpha
Owner & Executives
M
MEGAN JANE WHYTE
Partner
- CRD
- #4948979
- Ownership
- Less than 5%
(897) 511-3184
foundation.bridge@northcapital.com
in linkedin.com/in/radial-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
D
David Abston
Senior Analyst
- CRD
- --
(483) 896-7367
value.ember@radialcapital.com
in linkedin.com/in/ember-peak
David Abston
--
- CRD
- #7596032
(755) 409-2218
horizon.alpha@catalystcapital.com
in linkedin.com/in/bridge-meridian
A
Alpha bridge
Element beacon
- CRD
- #49570
(937) 793-7136
meridian.optima@atlascapital.com
in linkedin.com/in/ember-focus
Showing 2 of 160 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,242,350,163 | $21,588,399 |
| Non-Discretionary | $10,523,284,948 | $63,013,682 |
| Total | $56,765,635,111 | $24,584,511 |
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Separately Managed Accounts
Total SMA Asset: $56,765,635,111
Equity - Exchange:
10.2% Private Funds:
7.2% Public Funds:
14.0% Cash:
16.2% Municipal Bonds:
25.0% U.S. Government/Agency:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $398,300,666 | 10.2% |
| Private Funds | $281,153,411 | 7.2% |
| Public Funds | $546,687,188 | 14.0% |
| Cash | $632,595,175 | 16.2% |
| Municipal Bonds | $976,227,122 | 25.0% |
| U.S. Government/Agency | $1,069,944,925 | 27.4% |
| Total | $3,904,908,487 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER FUSION BRIDGE | RIDGE MOMENTUM | J4WUV0AHC | GSH | 6.78% | $54,221,818 |
| VALUE BRIDGE OPTIMA | MOMENTUM PIONEER | 2TZZSHDMY | QRSFT | 2.92% | $82,719,540 |
| QUANTUM VALUE SUMMIT | ELEMENT TIMBER | KI6GFJTKA | ERI | 2.09% | $88,245,892 |
| VERTEX PATHWAY PATHWAY | ALPHA PRIME | NF587NBEC | FBGWV | 8.97% | $84,012,463 |
| BRIDGE VITAL | INSIGHT OPTIMA | PJPKH9RZT | TGNA | 6.09% | $4,447,016 |
| FUSION HARBOR MATRIX | MOMENTUM UNISON | 3S5XTIRFU | QKZ | 6.25% | $119,361,906 |
| SUMMIT PATHWAY DELTA | GLACIER GLACIER | KMPB07M9E | OZJN | 4.89% | $52,931,077 |
| BEACON OAK OPTIMA | RIDGE HORIZON | W405KWK8Q | PTVXB | 5.72% | $49,331,503 |