Mark Alan Poelma

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 02/2019
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 02/2019 → 02/2025
  Epiq Capital Group
  San Francisco, CA
• 02/2025 → 10/2025
  Ieq Capital, Llc
  San Francisco, CA
• 11/2025 → Present
  Iconiq Capital
  San Francisco, CA

Previous Registrations

• 2025-02-28 → 2026-06-09
  Ieq Capital, Llc
  Reno, NV
• 2019-02-20 → 2025-02-28
  Epiq Capital Group, Llc
  San Francisco, CA
  Reno, NV
• 2015-09-04 → 2018-05-25
  Strategic Advisers Llc
  Reno, NV
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-01-09
• S63 Uniform Securities Agent State Law Examination
  2012-05-25

Designations

• Chartered Financial Analyst