Iqcio Llc
- Regulatory AUM
- $60.9M
- Discretionary
- $60.9M
- Clients
- 4
- Avg AUM / client
- $15.2M
- Accounts
- 4
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $60.9M | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Potter, Edward, Eliphalet | Sole Member | Aug 2015 (11y) | ≈ 7.5% – 25% via Rowena, Llc | |
| Rajeev Nedunuri | Sole Member | Nov 2016 (10y) | ≈ 7.5% – 25% via Lasani Tech Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rowena, Llc | Member | Aug 2015 | A | 10% – 25% |
| Lasani Tech Llc | Member | Feb 2017 | A | 10% – 25% |
Undisclosed: 15% – 65% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Potter, Edward, Eliphalet: 75% – 100% of Rowena, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Rajeev Nedunuri: 75% – 100% of Lasani Tech Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗