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Our growing team of 700+ employees across U.S. provide a range of funds, institutional and private wealth services. We operate from offices in eight states and 13 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 an unrivalled offering to meet the administration, regulatory compliance and reporting needs of the investment sector in full.

We’re proud to announce the publication of our 2024 Sustainability Report

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Benefits to you The IQ-EQ difference

What we do

Offering solutions for alternative assets and corporate services

We make life easier, more efficient and cost effective for you because we can provide everything you need in one place.

Fund administration servicesRegulatory and compliance servicesOutsourced middle office servicesTax servicesAccounting and CFO support services
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Benefits to you

Support from a global, top-tier investor services group with an unrivalled service offering

The IQ-EQ difference

Our people make us different. They are at the heart of IQ-EQ

Our people have the rare combination of intellectual intelligence (IQ), and emotional intelligence (EQ) that can’t be taught.

Our people go above and beyond for their clients

  • We recognize that delivering for our clients depends not only on technical expertise but also on strong relationships and deep understanding
  • We listen to and learn from client feedback, proactively solicited through our ongoing client and business partner listening program
  • We act as a trusted partner to our clients with director-led teams, where each senior team member has minimum 20 years’ experience
Our PeopleAbout us
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

Big enough to deliver, with a dedicated team small enough to care

We operate across the jurisdictions you need. Our global reach means your requirements can be taken care of 24/7

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Latest insights

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Insight

Regulatory Compliance

Cayman Islands beneficial ownership transparency legislation 2024 has come into effect

By Deanna Derrick

20 Aug 2024

Insight

Fund & Asset Managers

The importance of streamlining and its potential for value creation

By Dev Sian

29 Jul 2024

Insight

Fund & Asset Managers

Key takeaways from the INREV North American Conference 2024

09 Jul 2024

Insight

Group

Is the financial sector future-proofed?

05 Jul 2024

Insight

Debt, Capital Markets & Corporates

Navigating the regulatory maze: Compliance and investment strategy in the insurance industry

By Cindy Jansen-Wong

04 Jul 2024

Insight

Regulatory Compliance

Final guidelines issued on funds using ESG or sustainability-related terms in names

03 Jul 2024

Insight

Private & Institutional Asset Owners

A guide to private funds: why, when, and where

26 Jun 2024

Insight

Debt, Capital Markets & Corporates

Look up or look down? The rise of subscription line and NAV financing

By Helle Pilia

26 Jun 2024

Insight

Fund & Asset Managers

GUEST POST: Applicability of FDI norms for AIFs – a regulatory conundrum

18 Jun 2024

Insight

Debt, Capital Markets & Corporates

How captive insurance is helping the renewable energy industry grow

17 Jun 2024

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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.

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Interested in joining our team?

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

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