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Patrick Alexander Weisman

Iconiq Capital, LLC

San Francisco, CA

San Francisco, CA

CRD 5549513

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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 2012-03-06
  • CA RA
    APPROVED
    Since 2012-03-06

Branch Locations

244 Jackson Street #300, San Francisco, CA 94111 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iconiq Capital San Francisco CA 01/2012 Present
  • 01/2012 → Present
    Iconiq Capital
    San Francisco, CA
Previous Registrations
  • 2009-06-01 → 2012-01-10
    Morgan Stanley
    Chicago, IL
    San Francisco, CA
  • 2008-10-13 → 2009-06-01
    Morgan Stanley & Co. Llc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-06
  • S66 Uniform Combined State Law Examination
    2008-10-06

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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