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 organized as a limited partnership that registered with the SEC in 2019 and operates primarily for institutional clients. The firm is classified as an "other fund provider" and is owned by an individual. Its core activities concentrate on portfolio management for pooled investment vehicles and for businesses or institutional balance sheets. The firm also serves as sponsor, general partner and managing member for pooled vehicles, indicating direct operational involvement in the funds it manages rather than acting solely as an outsourced allocator. Fees include a mix of asset-based charges, fixed fees and performance-linked compensation, which aligns with its role running private pooled structures. I-Qu & Co. is not flagged as an active ESG investor, does not present itself as a multi-state adviser, and is not described as a pension consultant.

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

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

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Recent filings

FINTRX

Awards

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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