Dylan Eric Kremer
Advisor at IEQ Capital, LLC — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
10 years
Location
Miami, FL
IEQ Capital, LLC
Enterprise
Clients per advisor
12 Very LowAvg AUM per client
$24,582,290 Very HighHNW client ratio
100% Very HighDylan Kremer is a financial advisor at IEQ Capital, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Camden Capital, Cresset Asset Management, Bank of Montreal, and J.P. Morgan Securities. Outside of finance, he is the founder and owner of Chicago Basketball Club, LLC, where he coaches basketball. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and private funds, focusing on separately managed accounts and family-office services. The firm’s investment approach integrates centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.
Based on IEQ Capital, LLC
Based on IEQ Capital, LLC
Management fees may be negotiated as fixed dollar amounts paid quarterly in advance, depending on client complexity
Performance-based fees generally 10% of the excess profits over a stated threshold on certain single-asset investments/vehicles; also private alternative investment funds may charge performance-based fees (IEQ does not receive these)
Account minimum: $10,000,000 Minimum fee: Minimum management fee starting at $6,250 per quarter, though some clients negotiate lower minimums
Miami, FL
Miami FL
Advisors at this office
1
California · Florida · Illinois · North Carolina · Wisconsin
10 years of industry experience
IEQ Capital, LLC
2024 - Present • 2 years
Foster City, CA
Camden Capital, LLC
2022 - 2024 • 2 years
Chicago, IL
Cresset Asset Mangement, LLC
2019 - 2022 • 3 years
Chicago, IL
Bank Of Montreal
2017 - 2019 • 2 years
Chicago, IL
J.P.Morgan Securities LLC
2015 - 2017 • 2 years
Chicago, IL
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