Adam Jay Battat

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

• 06/2021 → 11/2021
  Bingham, Osborn & Scarborough, Llc
  San Francisco, CA
• 08/2016 → 05/2020
  Chapman University
  Orange, CA
• 02/2020 → 03/2020
  Tsg Wealth Management
  Long Beach, CA
• 06/2018 → 08/2018
  Otis Elevator Company
  Sunnyvale, CA
• 07/2017 → 01/2018
  Acrobat Outsourcing
  San Francisco, CA
• 05/2020 → 06/2021
  Unemployed
  Hillsborough, CA
• 11/2021 → 05/2022
  Cerity Partners Llc
  San Francisco, CA
• 05/2022 → Present
  Iconiq Capital
  San Francisco, CA

Previous Registrations

• 2022-02-09 → 2022-11-07
  Cerity Partners Llc
  New York, NY
  San Francisco, CA
• 2021-08-27 → 2021-11-01
  B|O|S
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-27

Other Names

• Adam Battat