IEQ Capital

We are honored to be recognized as one of Barron's Top 100 RIA Firms again in 2024. Thank you to our clients for your continued confidence and support, and to our employees who work hard every day in the pursuit of excellence on behalf of our clients, building a differentiated investment platform, and providing a bespoke family office experience beyond wealth management. Read more about this award here: https://lnkd.in/g7e_jXHq Barron’s Top 100 RIA Firms is an independent listing produced annually by Barron’s (September 2024, data as of 06/30/2024). Self-completed questionnaire was used for rating. The ranking is based on assets, revenue, and quality of practice. This ranking does not rank advisors based on investment performance. There is no fee for participation. However, IEQ does pay a $15,000 annual membership for the right to be featured in Barron’s magazine itself (outside of the ranking) and for using Barron’s logo in our marketing pieces. More information can be found here: https://lnkd.in/gggfjGA7

At the recent ECHELON Partners Deals and Dealmakers Conference, Jonathan Kropf of IEQ Capital, Greg Gessert of LPL Financial, and Michael Seid of Axxcess Wealth Management, provided valuable insights around advisor channel movement and how it fits with broader inorganic growth strategies. Key topics included market trends, pros and cons, and requirements for success.  Read more about this discussion here: https://lnkd.in/gFvJqwgB The content of this post is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services. The views expressed in this post are those of the individual speakers and do not necessarily reflect the views of IEQ Capital, LLC. 

In a recent interview with Ryan Patterson, Senior Director at IEQ Capital, we discussed how the discipline and resilience from his Olympic gymnastics career have fueled his career in finance. Learn more about his inspiring journey and achievements here: https://lnkd.in/gg3S3c-V

We are delighted to announce that IEQ has entered into a strategic partnership with EPIQ Capital Group, which will result in $32 billion in RAUM after closing. This acquisition aims to enhance our family office capabilities, broaden our investment opportunities, and expand our total national footprint to ten major U.S. cities. Read more about this partnership here: https://lnkd.in/gKz-QbTS Thank you for your continued support as we embark on this new chapter with EPIQ Capital Group. #ieqcapital #epiq #familyoffice #wealthmanagement EPIQ RAUM data is as of 7/31/24; 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.  

Jonathan Kropf, Managing Director of Growth Partnerships, will speak at The Deals and Dealmakers Summit, hosted by ECHELON Partners. Jon will join Greg Gessert and Michael Seid to explore key trends and challenges in the RIA sector. Thank you to ECHELON Partners for hosting us and Brett Mulder for moderating this discussion.  

As we say goodbye to our 2024 Summer Intern class, we want to express our sincere appreciation for their hard work and dedication over the past few months. Their contributions have been truly valuable, and we wish them all the best in their academic and professional endeavors! If you are interested in becoming an IEQ intern, please review the program details here: https://lnkd.in/gbX34vdG

We are delighted to be named one of CNN’s “Best Financial Advisors of August 2024”. We believe this recognition is a reflection of our team’s dedication and our clients’ trust. Read more here: https://lnkd.in/gPMQwAsH The CNN Underscored ranking of 10 Best Financial Advisors of August 2024 is derived from the Securities and Exchange Commission (SEC)’s database of registered investment adviser (RIA) Form ADV filings. The criteria include RIAs that have their main office in the US, total regulatory assets under management of at least $1 billion and made their latest Form ADV filing as of March 1, 2024 or later. CNN then applied additional screens such as types of services offered, employee registration, and type of assets under management, resulting in a list of 453 RIAs that was then sorted by total regulatory assets under management. Portfolio performance is not a criterion. IEQ Capital did not pay a fee to be included in this ranking. More information can be found here: https://lnkd.in/gYyFS5J7. The award listed is not an endorsement of any third party to invest with IEQ and is not indicative of future performance. Investors should not rely on awards for any purpose and should conduct their own review prior to investing. 

Bhavika Booragadda, Director at IEQ Capital, recently spoke with David B. Golub, President of Golub Capital, in an insightful IEQ fireside chat. They explored private credit markets, macroeconomic trends, direct lending strategies, and opportunities in public fixed income. Join us in congratulating Golub Capital for 30 years in the direct lending industry. Read more about the discussion here: https://lnkd.in/gB67tVfM

Our Co-Founder and co-CEO, Robert Skinner, had a great conversation with Tom Ryan on ICR's #welcometothearena podcast. Please tune in to hear how we have prioritized a values-driven culture to cultivate client connections and ignite innovation. Listen here: https://lnkd.in/gkwM3nm6 

We are pleased to welcome Michael Thompson to IEQ Capital. Michael will expand our presence to Nashville, Tennessee, enhancing our national footprint and ability to support the Southeastern market.  https://lnkd.in/gPgf9aQ7