Michael Hideyoshi Horio
Investment adviser representative at Ieq Capital, LLC
11 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ieq Capital, LLCMay 2025 to now
- Iconiq Capital, LLCOct 2023 to now
- Ieq Capital, LLCFeb 2022 to Sep 2023
- PNC BankAug 2019 to Feb 2022
- Gabelli Asset Management CompanyMay 2018 to Aug 2018
- University of California BerkeleyAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6667076
- Firm CRD
- 301819