IEQ Capital key facts
- IEQ Capital is a family office based in 950 Tower Lane, Suite 1800 with 1 tracked portfolio company.
- Notable positions include VulcanForms.
- The team roster lists 26 people.
- IEQ Capital reports $117.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
About IEQ Capital
Founded in 2019, IEQ Capital is an asset management firm based in San Francisco, California. This firm is a Registered Investment Adviser (RIA).
Investment focus
Its SEC Form ADV lists $117 million in regulatory assets under management (Mar 2026).
IEQ Capital portfolio at a glance
1 portfolio company is on record for IEQ Capital: VulcanForms.
IEQ Capital team
26 people are on record at IEQ Capital: 15 principals, 10 partners and 1 analyst. Senior names include Aaron Price (Partner), Alan Zafran (Founder) and Bethany Peterson (Chief Financial Officer). 26 of them have a verified direct contact on file.
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IEQ Capital at the SEC
Form ADV · 2026-03 · CRD 301819- Regulatory AUM
- $117.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 266
- Registered office
- FOSTER CITY, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as IEQ CAPITAL, LLC).
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Portfolio
1 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| VulcanForms | Other Commercial Services | ▮ | ▮ | ▮ |
All 1 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about IEQ Capital
- What companies does IEQ Capital invest in?
- IEQ Capital has 1 recorded portfolio companies, including VulcanForms.
- What is IEQ Capital's AUM?
- IEQ Capital manages approximately $35.4B in assets.