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Divesh Kanthylal Makan

Iconiq Capital, LLC

San Francisco, CA

CRD 4447669

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Employer firm

Iconiq Capital, LLC CRD 159198

$118B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-12-01
TX RA APPROVED_RES 2011-12-01
  • CA RA
    APPROVED
    Since 2011-12-01
  • TX RA
    APPROVED_RES
    Since 2011-12-01

Branch Locations

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Iconiq Capital Llc San Francisco CA 12/2011 Present
Previous Registrations
  • 2009-06-01 → 2011-12-21
    San Francisco, CA
  • 2008-12-01 → 2009-06-01
    Morgan Stanley & Co. Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-24
  • S66 Uniform Combined State Law Examination
    2001-09-24

View on SEC IAPD

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