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IEQ Capital, LLC
Alan Zafran · Investment Advisor · Multi-Strategy
IEQ Capital is an independent wealth management firm and Registered Investment Advisor (RIA) founded in 2019 by a team of experienced investment professionals, including Alan Zafran, Robert Skinner, and Eric Harrison. Based in Foster City, California, the firm was established to provide ultra-high-net-worth individuals and families with sophisticated, institutional-grade investment solutions within a boutique service model. IEQ Capital differentiates itself by blending rigorous intellectual analysis with a strong focus on client relationships, a philosophy they describe as the integration of Intellectual and Emotional Quotients. The firm specializes in creating customized, endowment-style portfolios that combine traditional public market assets with curated access to exclusive private investment opportunities, such as private equity and real estate. With over $40 billion in regulatory assets under management, IEQ Capital remains committed to its fiduciary duty and a transparent, client-centric approach.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -7.9% |
| YTD return | -3.1% |
| Sharpe ratio | -3.71 |
| Win rate | 49% |
| AUM | $6.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $6.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://ieqcapital.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.8% | +10.9% |
| AAPL | Apple Inc | 10.9% | +12.3% |
| GOOGL | Alphabet Inc Class A | 10.4% | +11.0% |
| RBLX | Roblox Corp | 9.4% | -34.8% |
| MSFT | Microsoft Corporation | 8.6% | +4.1% |
| CRWD | Crowdstrike Holdings Inc | 8.0% | +22.8% |
| META | Meta Platforms Inc. | 7.2% | -4.8% |
| AMZN | Amazon.com Inc | 4.4% | +6.4% |
| AVGO | Broadcom Inc | 4.1% | -11.3% |
| MU | Micron Technology Inc | 3.4% | +5.4% |
| BRK-A | Berkshire Hathaway Inc | 2.3% | +3.7% |
| TSLA | Tesla Inc | 2.1% | -15.9% |
| SNOW | Snowflake Inc. | 2.0% | +33.1% |
| JPM | JPMorgan Chase & Co | 2.0% | +4.1% |
| PWR | Quanta Services Inc | 1.9% | +10.6% |
| LLY | Eli Lilly and Company | 1.8% | -2.6% |
| TEAM | Atlassian Corp Plc | 1.8% | -0.4% |
| MRK | Merck & Company Inc | 1.7% | +10.2% |
| DKNG | DraftKings Inc | 1.6% | -8.1% |
| FIX | Comfort Systems USA Inc | 1.6% | -10.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | CRWD | 7.2% → 8.0% |
| Aug 31, 2026 | BUY | BRK-A | 2.3% → 2.3% |
| Aug 31, 2026 | SELL | TSLA | 2.2% → 2.1% |
| Aug 31, 2026 | BUY | GOOGL | 10.6% → 10.4% |
| Aug 31, 2026 | BUY | AMZN | 4.4% → 4.4% |
Investment Style Analysis
IEQ Capital, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $6.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, IEQ Capital, LLC made a significant move by reducing the position in CRWD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
IEQ Capital’s investment philosophy centers on the pursuit of investment excellence through the synthesis of intellectual expertise and emotional connection. The firm employs a macro-driven approach, analyzing fundamental, technical, and cyclical trends to identify attractive risk-adjusted themes across broad asset allocations. They prioritize capital preservation and the generation of predictable cash flow, often utilizing tax-efficient vehicles and niche alternative investments typically reserved for institutional investors. By diversifying across geography, size, and sectors and leveraging deep institutional relationships for private deal access, IEQ seeks to deliver superior returns with reduced correlation to traditional markets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with IEQ Capital, LLC.
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Frequently asked questions
How is the simulated portfolio for IEQ Capital, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is IEQ Capital, LLC's largest holding?
As of the latest filing, IEQ Capital, LLC's top position is NVIDIA Corporation (NVDA), representing 14.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is IEQ Capital, LLC's historical performance and risk profile?
Our simulation indicates a total return of -7.9% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of -3.71, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does IEQ Capital, LLC primarily invest in?
IEQ Capital, LLC has a strong preference for the Semiconductors sector, which makes up 22.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is IEQ Capital, LLC's portfolio concentrated or diversified?
IEQ Capital, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has IEQ Capital, LLC performed in 2026?
Our AI-simulated model portfolio for IEQ Capital, LLC tracks a Year-to-Date (YTD) return of -3.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Alan Zafran manage IEQ Capital, LLC directly?
Yes, Alan Zafran serves as the key portfolio manager for IEQ Capital, LLC, overseeing the investment strategy and final capital allocation decisions.