other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Registration Changed to IQ EQ FUND MANAGEMENT (IRELAND) LIMITED
As of Date 10/11/2021
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 70 11.11%
of those in investment advisory functions 18
AUM* 10,747,845,922 40.68%
of that, discretionary 10,747,845,922 40.68%
Private Fund GAV* 0
Avg Account Size 136,048,683 21.09%
SMA’s Yes
Private Funds 0 4
Contact Info 353 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
11B 9B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021

Private Funds



Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$42,849,543 % Position5.00% $ Change6.00% # Change0.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$24,852,744 % Position3.00% $ Change21.00% # Change-5.00%
Stck Ticker478160104 Stock NameJOHNSON & JOHNSON $ Position$13,547,278 % Position2.00% $ Change-4.00% # Change4.00%
Stck Ticker58933Y105 Stock NameMERCK & CO INC $ Position$17,133,177 % Position2.00% $ Change-6.00% # Change0.00%
Stck Ticker713448108 Stock NamePEPSICO INC $ Position$14,142,253 % Position2.00% $ Change-6.00% # Change0.00%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$16,420,567 % Position2.00% $ Change22.00% # Change0.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$18,857,079 % Position2.00% $ Change43.00% # Change19.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO $ Position$21,395,670 % Position2.00% $ Change1.00% # Change0.00%
Stck Ticker539830109 Stock NameLOCKHEED MARTIN CORP $ Position$5,049,351 % Position1.00% $ Change12.00% # Change9.00%
Stck Ticker548661107 Stock NameLOWES COS INC $ Position$7,836,912 % Position1.00% $ Change-13.00% # Change0.00%