AdvisorCensus / Financial advisors / New York / New York / Iqcio LLC
Iqcio LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Iqcio LLC compensated?
On its Form ADV (Item 5.E, October 2026), Iqcio LLC reports these compensation arrangements: a percentage of assets under its management.
What does Iqcio LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Iqcio LLC located?
Iqcio LLC's principal office is in New York, NY, according to its Form ADV.
Is Iqcio LLC registered with the SEC or a state?
Iqcio LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285435.
How much does Iqcio LLC manage?
Iqcio LLC reports $60,903,376 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Iqcio LLC's assets and staff changed since 2021?
In the Form ADV data for Iqcio LLC: Regulatory assets under management: $12,000,000 in the October 2021 data and $60,903,376 in the October 2026 data, up 408%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Iqcio LLC serve?
By number of clients on Form ADV Item 5.D: investment companies (4).
Does Iqcio LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285435
What changed in Iqcio LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $54,496,846 to $60,903,376 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.5% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum annual fee charged for our services will not exceed 1.50%. Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s)
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$60,903,376 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2016 (9 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $60,903,376 | 2 | March 23, 2026 |
| October 2025 | $54,496,846 | 2 | March 27, 2025 |
| October 2024 | $60,475,212 | 2 | March 21, 2024 |
| October 2023 | $50,250,700 | 2 | March 27, 2023 |
| October 2022 | $7,650,600 | 2 | March 29, 2022 |
| October 2021 | $12,000,000 | 2 | March 30, 2021 |
Regulatory assets under management: $12,000,000 in the October 2021 data and $60,903,376 in the October 2026 data, up 408%.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $54,496,846 to $60,903,376 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Iqcio LLC (CRD 285435): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/iqcio-llc-new-york-ny-285435