SourcingSourcing

INTEGRATED QUANTITATIVE INVESTMENTS LLC

C24
CRD 310106·SEC 801-128606·BELLEVUE, WA
AUM
$844.8M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTEGRATED QUANTITATIVE INVESTMENTS LLC
CRD
310106
SEC file #
801-128606
EIN
851830641
DBA names
—

Economics

AUM
$844.8M
AUM band
$500M-$1B
AUM trajectory
'25'26
$418.4M → $844.8M▲ +102%
Client mix
State Or Municipal Govt13
Individuals High Net Worth2
Corporations1

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
integratedquant.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Syverson, Kirsten, Anna
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
Syverson, Kirsten, Anna
Woodgate, Artemiza
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INTEGRATEDQUANT.COM
Rdap Domain Creation Date
2020-06-24T02:28:38Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002046834
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001941040-26-000332

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5484
Soi Zip Pct 200k Plus
0.3522
Soi Zip Returns 200k Plus
6,840
Soi Zip Total AGI
4,639,774
Fdic Zip Total Deposits
22,871,010,000
Fdic Zip Branch Count
220
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
State Street4
E*trade4
Interactive Brokers2
Northern Trust2
Bny Mellon2
Edgar Addresses
Mailing
4268 133RD AVE SEBELLEVUE, WA 98006
Business
4268 133RD AVE SEBELLEVUE, WA 98006
Edgar EIN
851830641
Edgar Recent Filings
13F-HR2026-05-13 · 0001941040-26-000332
13F-HR2026-02-12 · 0001941040-26-000109
Fdic Zip Branches Raw
U.S. Bank of Washington, National AssociationBellevue, WA
Washington Mutual, A FSBBellevue, WA
Fdic Zip HHI
1383.52
Fdic Zip Top Bank Share Pct
27.99
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-24T02:28:38Z
Rdap Domain Last Changed
2025-06-24T18:16:24Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,187
Returns3,520
Stub 2
AGI79,026
Returns2,130
Stub 3
AGI110,483
Returns1,780
Soi Zip Total Business Income
99,576
Soi Zip Total Cap Gains
373,903
Soi Zip Total Dividends
187,249
Soi Zip Total Returns
19,420
Top Owner CRD
7281181
Trust Company Affiliate
No

People (6)

6
Syverson, Kirsten, Anna
IAR · Direct Owner · 37.5%
7281181
Woodgate, Artemiza
IAR · Direct Owner · 37.5%
7281180
Bour, Giorah, Isabella Lo
IAR · Direct Owner · 7.5%
7567935
Wang, Shicong
IAR · Direct Owner · 7.5%
7567933
NOEL FRANCIS HENRY
Direct Owner · 7.5%
5397279
Dung Le Tran
IAR
8179394