IQCIO LLC

Overview

Iqcio LLC is a small, SEC-registered limited liability company that serves institutional clients from a single-office, discretionary advisory model. The firm registered with the SEC in 2016 and operates under a percentage-of-AUM fee structure. Its regulatory profile indicates it is not a multi-state adviser, is not positioned as a pension consultant or related adviser, and does not identify as an active ESG investor. Investment activity is centered on discretionary management for a very concentrated client base. The firm’s public disclosures show it uses mutual funds for core exposures and allocates to digital currency through third-party managers for non-traditional exposure. While Iqcio LLC is not listed as a capital allocator by classification, its use of external managers for digital currency suggests it will access specialist managers when pursuing alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices