Iqeq

IQ-EQ is a leading global investor services group that provides comprehensive compliance, administration, asset, and advisory services to the alternative investment industry.

Operating across 25 jurisdictions worldwide with over 5,900 employees, the firm manages approximately $857 billion in assets under administration, making it one of the largest independent fund administrators globally.

The company serves a diverse client base including alternative asset managers, investment funds, private wealth and institutional investors, banks, insurance companies, and corporations. IQ-EQ positions itself as a trusted partner providing high-quality personalized investor services, helping clients stay compliant while acting as guardians and facilitators of their investments.

In the United States, IQ-EQ has established a significant presence with over 630 employees across nine states and 15 locations, with its U.S. headquarters based in New York City.

The firm is recognized as a leading provider of outsourced solutions for alternative asset managers in the U.S., offering a full suite of back-office solutions, outsourced services, and best-in-class technology for both open-end and closed-end funds.

IQ-EQ's group purpose is 'to power people and possibilities' — a mission that reflects their commitment to their employees, clients, and communities.

Their strategic focus is to help global investors concentrate on investing and preserving capital in a sustainable and compliant manner, removing operational complexity so that asset managers can focus on what they do best.

IQ-EQ delivers a comprehensive platform of investor services organized across three primary client segments:

Fund and Asset Managers

The firm provides specialized services across multiple alternative asset classes including:

- Private equity and venture capital: Complete fund administration and portfolio company services

• Real assets services: Infrastructure, energy, and real estate fund support
• Private debt and credit: Loan servicing and credit fund administration
• Hedge funds: Prime brokerage services, middle office, and fund accounting
• Digital assets: Cryptocurrency and blockchain-based fund services
• Impact funds: ESG-focused fund administration and impact reporting
• Open-ended funds and hybrid funds: UCITS, AIFMD compliant structures

  Asset Owners

  IQ-EQ supports institutional investors, family offices, pension funds, and endowments with:

  - Asset owner solutions and asset servicing

• Fund services and governance
• Risk management, compliance, and reporting
• ESG services and portfolio monitoring
• Banking and treasury operations
• CFO and middle office support services
• Luxury assets administration
• Foundation and trust administration services

  Debt, Capital Markets and Corporate

  For corporate clients and structured finance transactions, IQ-EQ offers:

  - Aviation finance services

• Collateralised loan obligations (CLOs)
• Corporate administration and global entity management
• Insurance services
• Loan services and securitisation
• Special Purpose Vehicle (SPV) management services

  Key Service Capabilities

  Across all segments, IQ-EQ provides Alternative Investment Fund Manager (AIFM) services, anti-money laundering services, asset servicing, CFO support, data services, and depositary services.

  The firm's technology-enabled approach combines deep regulatory expertise with operational scale to deliver efficient, compliant solutions.

IQ-EQ operates a truly global platform spanning 25 jurisdictions across North America, Europe, Asia-Pacific, and offshore financial centers.

This extensive geographic footprint enables the firm to serve clients across multiple time zones and provide localized expertise in key domiciles for alternative investment structures.

Key Jurisdictions Include:

- Europe: United Kingdom, Ireland, Luxembourg, France, Jersey, Guernsey, Isle of Man, Cyprus, Netherlands, Belgium, Switzerland

• Americas: United States (15 locations across 9 states), Bermuda, Curaçao
• Asia-Pacific: Singapore, Hong Kong, China, Japan, India, Mauritius
• Middle East & Africa: United Arab Emirates, South Africa
• Caribbean: Cayman Islands

  The firm's U.S. platform is particularly robust with over 630 professionals distributed across major financial centers and operational hubs in nine states.

  The New York City headquarters serves as the command center for North American operations, while additional offices provide proximity to key client concentrations.

  This multi-jurisdictional presence allows IQ-EQ to support complex cross-border fund structures, provide follow-the-sun service coverage, and maintain deep local regulatory knowledge in the world's most important fund domiciles.

IQ-EQ manages approximately $857 billion in assets under administration, a scale that places the firm among the largest independent administrators in the global alternatives industry.

This substantial AUA reflects the trust placed in IQ-EQ by thousands of fund managers, institutional investors, and corporate clients worldwide.

With a team of over 5,900 employees across 25 jurisdictions, the firm combines global reach with local expertise.

This workforce includes specialists in fund accounting, legal and compliance, tax, treasury, technology, and regulatory affairs — professionals who bring deep domain knowledge to complex client challenges.

The firm's U.S. platform, recognized as the leading provider of outsourced solutions for alternative asset managers in the market, serves as a cornerstone of the global business.

With more than 630 U.S.-based employees, IQ-EQ has built one of the most comprehensive back-office and middle-office service platforms in the American alternatives market.

IQ-EQ's client roster spans the full spectrum of the investment industry, from emerging managers launching their first funds to multi-billion dollar institutional asset managers operating global fund complexes.

This breadth of client relationships demonstrates the firm's ability to scale solutions across different client sizes and complexity levels.

IQ-EQ has developed deep vertical expertise within the alternative investment ecosystem, positioning itself as one of the leading independent fund administrators serving the global alternatives industry.

The firm's specialization spans the full spectrum of alternative asset classes, with particular strength in private markets.

The company has built specialized capabilities in emerging areas including digital assets and cryptocurrency funds, impact investing and ESG services, and infrastructure and energy transition funds.

This forward-looking approach positions IQ-EQ to serve next-generation investment strategies alongside traditional alternative asset classes.

In structured finance, IQ-EQ has carved out a distinct niche in collateralised loan obligations (CLOs), securitisation structures, and aviation finance — complex transactions requiring sophisticated administration and reporting capabilities.

The firm's SPV management services support a wide range of capital markets transactions across debt, equity, and hybrid structures.

For asset owners — including pension funds, sovereign wealth funds, endowments, and family offices — IQ-EQ provides dedicated solutions that address the unique governance, reporting, and operational requirements of institutional capital.

This investor-side focus complements the firm's traditional fund manager services and reflects the evolving needs of the alternatives industry.