Open mobile menu
Make an enquiry
All services Fund & Asset Managers Private & Institutional Asset Owners Debt, Capital Markets & Corporate

Asset classes & fund types

Impact Funds Digital assets Energy and infrastructure Hedge Hybrid funds Real estate Private debt Open-ended funds Private Equity & Venture Capital View full offering

Key services

Alternative Investment Fund Manager & Depositary Services Anti-Money Laundering Services Asset Servicing Closed-Ended Fund Administration Services ESG Services Know Your Customer Services Portfolio Monitoring & Reporting Technology Services
Close

Asset Owners

UHNW

Foundation and endowments

Family Office

Pension Funds

Sovereign Wealth Funds

Supranationals

View full offering

All Services

Asset Management Asset Owner Administration Asset Servicing Family Office Services Foundation and Trust Administration Services Luxury Assets Private & Institutional Asset Owners
Close

All services

Aviation Finance Services Collateralised Loan Obligations (CLOs) Corporate Administration Services Insurance Loan services Securitisation Structured Finance View full offering
Close
Home Locations United States

United States

9 offices

Offices details and directions

IQ-EQ U.S. provides a range of funds and institutional and private wealth services, with our growing U.S.-based team, currently 650+ employees, operating from offices in eight states and 12 locations, including New York City(HQ), Dallas, Garden City, Iselin, San Francisco, Fort Worth, Houston, Chicago, Bedford, Rapid City and Austin. As the leading provider of outsourced solutions for alternative asset managers in the U.S., we provide white-glove service to emerging and experienced managers alike. Use our full suite of back-office solutions, outsourced services, and best-in-class technology for open-end or closed-end funds.

Download our Why U.S. factsheet

Key Contacts

Mark Fordyce

Non-Executive Chairman, The Americas

United States

+1 214 299 5055
LinkedIn

JP Gonzalez

Chief Commercial Officer, The Americas

United States

+1 425 223 1538

Matt Okolita

Regional CEO, The Americas

United States

+1 214 276 8778
LinkedIn

Talia Brandt

Head of Delivery, Outsourced Business Services

United States

+1 415 604 9540
LinkedIn

Chip Martin

President, Private Wealth

United States

+1603 219 0264
LinkedIn

Bart LeConey

Head of BD for Outsourced Services, Americas

United States

+1 917-853-8286
LinkedIn

Austin

9600 Great Hills Trail, Suite 150W, Austin, 78759, United States

+1 888 604 2583 Get directions

Chicago

216 W. Jackson Blvd, Suite 1060, Chicago, 60606, United States

+1 888 604 2583 Get directions

Dallas

2777 North Stemmons Freeway, Suite 1425, Dallas, 75207, United States

+1 888 604 2583 Get directions

Fort Worth

1200 Summit Avenue, Suite 400, Fort Worth, 76102, United States

+1 888 604 2583 Get directions

Houston

1800 West Loop South, Suite 440, Houston, 77027, United States

+1 888 604 2583 Get directions

San Francisco

109 Stevenson, Suite 400, San Francisco, 94105, United States

+1 888 604 2583 Get directions

New Hampshire

3 Executive Park Dr., Suite 302, Bedford, 03110, United States

+1 603-219-0264 Get directions

New York

250 West 57th Street, 10th Floor, New York, 10107, United States

+1 212 532 1140 Get directions

South Dakota

211 Founders Park Dr., Suite D, Rapid City, 57701, United States

+1 605-646-0300 Get directions

Services

AIFM Services / Depositary Services

Alternative Investment Fund Manager & Depositary Services

Accounting & Administration

Anti-Money Laundering Services Transfer Agency Services Hedge & Hybrid Fund Administration Services Accounting & Administration Foundation and Trust Administration Services Know Your Customer Services Closed-Ended Fund Administration Services Hybrid funds Hedge

Asset management

Execution and Portfolio Management Services Fund & Asset Managers

Asset servicing

Fiducie Services Asset Servicing

Capital Markets

Global Private Debt & Desk

ESG

ESG Reporting & Compliance services ESG Data Collection & Management Services ESG Services ESG Data Platform ESG Set-Up Services

Fund operations & middle office services

Launchpad Accounting & Administration

Investor Solutions

Asset Owner Administration

Outsourcing

CFO Services Accounting & Administration

Regulatory & Compliance Services

gVue Appointed Representative Compliance SaaS Regulatory Hosting Compliance Consulting Regulatory & Compliance Services Accounting & Administration Know Your Customer Services

Tax and Audit Support Services

FATCA / CRS Tax & Audit Support Services Accounting & Administration

Technology Services

gVue Compliance SaaS MaxComply™ Technology Services Alternative Investment Fund Manager & Depositary Services

I need help choosing a service

Answer some questions to find the right service for you

Choose a service
Make an enquiry

Download our Why U.S. factsheet
Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

Get in touch with us today

We’re ready to listen.

Make an enquiry

Interested in joining our team?

We are always on the lookout for passionate people that possess IQ and EQ to join our growing team.

View job vacancies