I-Qu & Co

RIASEC RegisteredEst. 2019
Total AUM
$486M
Discretionary
$486M
100% of AUM
Avg account
$34.7M
Accounts
14
Employees
7
Advisory reps
2

Firm details

Headquarters
Chicago, Illinois
CRD number
301006
Registered since
April 10, 2019
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

I-Qu & Co. is a limited partnership that functions as an operator and sponsor of pooled investment vehicles rather than a traditional wealth manager or pure allocator. The firm registered with the SEC in 2019 and serves an institutional client base. Its advisory activity centers on portfolio management for pooled vehicles and for businesses or institutions, and it commonly acts as sponsor, general partner, or managing member for the vehicles it runs. Fee arrangements include percentage-of-AUM charges, fixed fees and performance-based fees. I-Qu & Co. is not identified as an active ESG investor and is not designated as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eunice Grobler

    Chief Compliance OfficerCRD 7167162

Contacts

1 of 1
  • Hok Joeng

    Founder and General PartnerCRD 6174080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
203 N La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth