# Ingeniq Capital

> Ingeniq Capital is a state-registered investment advisory firm in Bedford, MA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 327212
- Filed as: INGENIQ CAPITAL
- Legal name: Ingeniq LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bedford, MA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327212
- AdvisorCensus page: https://advisorcensus.com/firm/ingeniq-capital-bedford-ma-327212

## Quick answers

**How is Ingeniq Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Ingeniq Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Ingeniq Capital located?**
Ingeniq Capital's principal office is in Bedford, MA, according to its Form ADV.

**Is Ingeniq Capital registered with the SEC or a state?**
Ingeniq Capital is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327212.

**How much does Ingeniq Capital manage?**
Ingeniq Capital reports $2,787,600 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**Does Ingeniq Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327212

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,787,600
- Discretionary: $2,787,600
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $847,600 |
| High net worth individuals | Fewer than 5 | $1,940,000 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ingeniqcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ingeniq Capital (CRD 327212): Form ADV filing data as of October 2026.