IQCIO LLC
Adviser information for IQCIO LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Connecticut, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $60.5M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $60.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 5 | $60.5M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | DIGITAL INTERNET-BASED INVESTMENT ADVISORY SERVICES |
|---|---|
| Compensation | % of AUM |
Principal Office
90 PARK AVENUE5TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 914-629-7437, Fax: None
Websites
Chief Compliance Officer
EDWARD E. POTTER
MANAGING MEMBER
90 PARK AVENUE, 5TH FLOOR
NEW YORK
NY
United States
Tel:
914-629-7437
T*********@********M
(Full email address available in API data)
Regulatory Contact
RAJEEV NEDUNURI
MANAGING MEMBER
90 PARK AVENUE, 5TH FLOOR
NEW YORK
NY
United States
Tel:
732-979-7050
R**************@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROWENA, LLC | Domestic Entity | – | MEMBER | 08/2015 | 10-25% |
| POTTER, EDWARD, ELIPHALET | Individual | ROWENA, LLC | SOLE MEMBER | 08/2015 | > 75% |
| LASANI TECH LLC | Domestic Entity | – | MEMBER | 02/2017 | 10-25% |
| NEDUNURI, RAJEEV | Individual | LASANI TECH LLC | SOLE MEMBER | 11/2016 | > 75% |
| POTTER, EDWARD, ELIPHALET | Individual | – | CCO | 01/2017 | 10-25% |
| NEDUNURI, RAJEEV | Individual | – | CHIEF TECHNOLOGY OFFICER | 01/2017 | 5-10% |