AdFi
IL

Iqcio LLC

SEC Registered

Master the Art of Investing

New York, NYhttps://iqcio.com914-629-7437
Assets Under Management
Under $100M
Employees
2
Office Locations
1 office
Total Accounts
4

About the firm

IQCIO excels in investing, leveraging AI/ML-powered insights and global market analysis, to achieve strong returns for clients while effectively managing risk. They also employ sophisticated marketing strategies to attract and connect with the right investors worldwide.

Areas of expertise

AI/ML-powered InvestingGlobal Market AnalysisInstitutional InvestmentEndowmentsPension PlansPrincipal Guaranteed SolutionsPortfolio ManagementAsset AllocationRisk ManagementInvestment Consulting

Services

Institutional investment solutions including strategies for endowments and pension plans, principal guaranteed solutions, strategic growth consultations, and strategic wealth guidance including tailored portfolio management and asset allocation.

Who they serve

Investment managers, endowments, pension plans, and investors worldwide seeking institutional investment solutions and wealth guidance.

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

Leadership

Llc Rowena
MEMBER
Edward Eliphalet Potter
SOLE MEMBER
Lasani Tech Llc
MEMBER
Rajeev Nedunuri
SOLE MEMBER

Office locations

1 office in 1 state
NY
New YorkHQ

Regulatory & compliance

CRD number
#285435
SEC Number
801-108601
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Iqcio LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Iqcio LLC in New York, NY - Advisory Firm | AdvisorFinder