Iqcio LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 285435
- Registered since
- November 4, 2016
- Website
- www.iqcio.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
Firm profile
FINTRXOverview
Iqcio LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm has been registered since 2016 and identifies its clients as institutional entities. Its fee model is based on a percentage of assets under management and its reported assets are managed on a discretionary basis. The firm is not listed as a capital allocator, does not identify as an active ESG investor, and does not report pension consulting or related-adviser services. Operational detail beyond regulatory classification is limited in the available record. The firm’s ownership is described as a mix of a domestic entity and an individual, and it is not flagged as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Rajeev Nedunuri
Co-Founder & Managing PartnerCRD 5854552
Edward Potter
Managing PartnerCRD 1542054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1540 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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