SourcingSourcing

I-QU & CO. MANAGEMENT, L.P.

C44
CRD 301006·SEC 801-114956·CHICAGO, IL
AUM
$485.8M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
I-QU & CO. MANAGEMENT, L.P.
CRD
301006
SEC file #
801-114956
EIN
—
DBA names
I-qu & Co.

Economics

AUM
$485.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.80B → $485.8M▼ -73%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
1 advisors → 4 advisors▲ +300%
Primary office
CHICAGO IL
Branches
Count1

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
i-qu.co

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOENG, HOK, LAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JOENG, HOK, LAY
GROBLER, EUNICE, JUNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan30
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6174080
Trust Company Affiliate
No

People (2)

2
JOENG, HOK, LAY
Direct Owner · 87.5%
6174080
GROBLER, EUNICE, JUNE
Executive Officer · 2.5%
7167162