# 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.

- CRD: 285435
- Filed as: IQCIO LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285435
- AdvisorCensus page: https://advisorcensus.com/firm/iqcio-llc-new-york-ny-285435

## Quick answers

**How 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.

**How much does Iqcio LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $60,903,376
- Discretionary: $60,903,376
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 4 | $60,903,376 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2016 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,000,000 | 2 | March 30, 2021 |
| October 2022 | $7,650,600 | 2 | March 29, 2022 |
| October 2023 | $50,250,700 | 2 | March 27, 2023 |
| October 2024 | $60,475,212 | 2 | March 21, 2024 |
| October 2025 | $54,496,846 | 2 | March 27, 2025 |
| October 2026 | $60,903,376 | 2 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $54,496,846 to $60,903,376 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Iqcio LLC (CRD 285435): Form ADV filing data as of October 2026.