San Francisco, CA Lombard St. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
IEQ Capital, LLC
Enterprise
Firm-wide stats for IEQ Capital, LLC
Clients per advisor
12 Very LowAvg AUM per client
$24,582,290 Very HighHNW client ratio
100% Very HighAbout
IEQ Capital provides portfolio management and investment advisory services primarily to high‑net‑worth individuals and families, as well as trusts, foundations, endowments, non‑profit organizations and other entities. Beyond discretionary SMA management, the firm also offers ancillary family‑office and administrative services (including bill payment and consolidated reporting), OCIO engagements, donor‑advised fund support, PPLI sub‑advisory roles, and assists clients who seek exposure to digital assets through Fidelity Digital Asset Services.
The firm’s investment process is driven by centralized macroeconomic research and the preparation of client‑specific Investment Policy Statements, with portfolios constructed from a mix of liquid strategies, third‑party Independent Managers, and private alternative investments. IEQ performs multi‑phase due diligence and presents memoranda to an Investment Committee, and it sources private opportunities via white‑labeled iCapital Access Funds, SPVs, and direct co‑investment structures when appropriate.
IEQ emphasizes working with very high‑net‑worth households (the firm states a focus on clients with net worth of $10 million or more and typically requires accredited or qualified purchaser status for private fund investments), and its client mix does not rely on lower‑net‑worth retail or traditional corporate/business clients. Its platform and organizational arrangements — including serving as sub‑adviser on iCapital access vehicles, operating related Access Fund and SPV structures, and ownership/credit relationships involving Stone Point affiliates — are notable operational features that differentiate it from many enterprise peers.
Based on IEQ Capital, LLC
Expertise
Based on IEQ Capital, LLC
Location
1 Lombard St., #200
San Francisco CA 94111
Advisors at this office
3
Advisors at this office
Cameron C
Series 66
San Francisco, CA
IEQ Capital, LLC
Cameron Connolly is a financial advisor at IEQ Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and EPIQ Capital Group, LLC. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that includes independent manager research and access to alternative investments, managing approximately $35.4 billion in assets.
Austin C
CFP®, Series 66
San Francisco, CA
IEQ Capital, LLC
Austin Chau is a CFP® with five years of experience in financial advising. He currently works at IEQ Capital, LLC and has previously been associated with firms including EPIQ Capital Group, LPL Financial, Menlo Asset Management, and Morgan Stanley. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations. The firm employs a centralized investment process that incorporates independent managers and alternative investments, serving clients with net worth generally at or above $10 million.
Cyrrus W
Series 65
San Francisco, CA
IEQ Capital, LLC
Cyrrus Wyant Fassihi is a financial advisor at IEQ Capital, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at EPIQ Capital Group, LLC. Fassihi’s background also includes roles at the University of Oregon and Hearthstone Assisted Living. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and non-profit organizations. The firm’s investment approach is based on centralized macroeconomic research and tailored Investment Policy Statements, utilizing a combination of liquid strategies, third-party Independent Managers, and private alternative investments.
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