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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 servicesU.S. regulatory 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

SEC to investors: make your filings

31 Oct 2024

Insight

Regulatory Compliance

What SEC Advisers need to know about SARs, CTRs and recordkeeping and travel rules

30 Oct 2024

Insight

Regulatory Compliance

SEC enforcement case highlights affiliated adviser and broker conflicts

25 Oct 2024

Insight

Regulatory Compliance

FinCEN adopts AML program requirements for SEC RIAs and ERAs

24 Oct 2024

Insight

Fund & Asset Managers

CFO support services as a value creation lever

23 Oct 2024

Insight

Regulatory Compliance

Key takeaways from the SEC’s 2025 exam priorities

22 Oct 2024

Insight

Regulatory Compliance

The importance of annual compliance reviews: a best practice in an evolving regulatory landscape

17 Oct 2024

Insight

Fund & Asset Managers

Future-proofing your multi-strategy hedge fund

By Dan Miller

10 Oct 2024

Insight

Fund & Asset Managers

Strategy and operations decisions to bolster success when the allocation dam breaks

By Dan Miller

27 Sep 2024

Insight

Group

The Federal Reserve’s rate cut is a boost for private assets

By Emma Crabtree

24 Sep 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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