# IQ Trends Private Client Asset Management

IQ Trends Private Client Asset Management is a Multi Family Office based in Greenwich, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Greenwich, United States
- **Region:** North America
- **Address:** Greenwich, CT, United States
- **Assets under management:** Undisclosed
- **Website:** iqtrends.com

## Regulatory record

- **CRD number:** 118358
- **SEC file number:** 801-67945
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118358

## About

IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT is an SEC-registered investment adviser in SAN JUAN CAPISTRANO, CA. The firm manages $63 million in assets, $60 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Private Credit
- Equities
- Fixed Income
- Real Estate
- Infrastructure

## People

- Robert D. O'Donnell — Chief Investment Officer
- James A. O'Donnell — President

## Questions

### Who runs investment decisions at IQ Trends?

Robert D. O'Donnell serves as Chief Investment Officer and is the most senior investment decision-maker at the firm. He has held that role since the firm's founding (public record). James A. O'Donnell is President, overseeing operations and client relationships.

### How does IQ Trends source proprietary deal flow?

IQ Trends sources deals through its direct relationships with private equity and credit fund managers, as well as via co-investment opportunities presented by its network of institutional partners. The firm does not maintain a public deal-sourcing platform.

### Does IQ Trends participate in fund commitments or only direct deals?

IQ Trends makes fund commitments to select private credit and infrastructure funds. It also pursues direct co-investments in real estate and private equity alongside these fund relationships.

### What investment stages does IQ Trends typically target?

The firm invests across the capital structure, focusing on mature, income-generating assets. It targets real estate core and core-plus strategies, infrastructure, and senior secured private credit.

### Which sectors does IQ Trends explicitly avoid?

Public sources do not list explicit avoidance sectors. However, based on its known portfolio, the firm avoids early-stage venture capital, growth equity, and speculative public equities.

## Related profiles

- [Pioneer Financial Advisors](https://altss.com/profile/pioneer-financial-advisors)

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Last updated: 2026-07-06T01:24:18.792Z

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