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Andrew Venturi

Ieq Capital, LLC
17 Years of Experience
Foster City, CA
1 Disclosure
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Andrew Venturi is a registered investment advisor at Ieq Capital, LLC, based in Foster City, CA, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,309 clients with $57B in assets under management.

Ieq Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
196 advisors
Number of Clients
2,309 clients
Average Client Portfolio
$24.6M average
Assets Under Management
$56.8B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual management fee is up to 1%. Certain clients are subject to a minimum management fee starting at $6,250 per quarter. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

950 Tower Lane, Suite 1800, Foster City, CA, 94404

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History

Regulatory History (1)
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Regulatory
August 2016
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ieq Capital, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Sepio Capital, LP
September 2017 - November 2023 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - June 2017 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2012 - June 2017 · 4 yrs 9 mos
Credit Suisse Securities (USA) LLC
October 2011 - September 2012 · 11 mos
Credit Suisse Securities (USA) LLCBroker
September 2011 - September 2012 · 1 yr
Barclays Capital INC.
June 2011 - October 2011 · 4 mos
Barclays Capital INC.Broker
June 2011 - October 2011 · 4 mos
Girard Securities, INC.Broker
May 2009 - June 2011 · 2 yrs 1 mo
State Registrations4 states
AZCATXUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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