I-Qu & Co

RIASEC Registered
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 operates as an alternative fund provider focused on institutional clients. The firm is SEC-registered (registration effective 2019) and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its ownership structure is a mix of domestic entity and individual stakeholders, and the firm frequently serves in sponsor/GP/managing-member roles for pooled vehicles. Fee arrangements include assets-under-management percentages, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not multi-state or newly formed; it does not present itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

2 of 2
  • Hok Joeng

    Founder and General PartnerCRD 6174080

  • Ying Xu

    CRD 8329254

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth