Iq Capital Strategy LLC (Seneca)

Name: Iq Capital Strategy LLC
Address: 174 Radisson Road, Seneca, SC, 29678
Telephone: 848-227-4825

Iq Capital Strategy LLC is an investment adviser to an investment company based in Seneca. It manages $12.57 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of South Carolina.

Iq Capital Strategy provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Iq Capital Strategy: assets under management

The assets under management (AUM) of Iq Capital Strategy LLC is $12.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.57 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Iq Capital Strategy LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Iq Capital Strategy serves?

The only and largest group of clients of Iq Capital Strategy is investment companies with 1 clients and $12.57 million of assets under management. Among the 0 most similar advisory firms, Iq Capital Strategy has the 0th lowest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $12.57 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Iq Capital Strategy doesn't advise any private funds.

Careers at Iq Capital Strategy LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Raymond Brian Massey	Managing member	1 Jun 2017	75% - 100%	4175903
William Boyce Portwood	Chief compliance officer	1 Jul 2017	Other	4853700

Based in Seneca

The principal office where Iq Capital Strategy LLC performs its advisory services is located at 174 Radisson Road, Seneca, SC 29678, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 848-227-4825. The normal business hours are not applicable - office visits by appointment only on Monday - Friday. You can find more information about the New York firm at iqcapitalstrategy.com.