Best Investors Account Sign in
Inactive

Owen David Rosebeck

Iconiq Capital, LLC

San Francisco, CA

Claim This Profile
Current Employers
Iconiq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-07
  • CA RA
    APPROVED
    Since 2026-07-07

Branch Locations

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
Dawson College Bound Las Vegas NV 06/2017 08/2017
Pomona College Claremont CA 01/2018 05/2018
Dawson College Bound Las Vegas NV 06/2018 08/2018
Pomona College Claremont CA 09/2016 05/2020
Dawson College Bound Las Vegas NV 06/2019 07/2019
Pomona College Claremont CA 08/2019 05/2020
Portola Partners Menlo Park CA 07/2020 03/2023
Union Gaming Las Vegas NV 07/2019 08/2019
Corient Menlo Park CA 01/2023 02/2026
Corient Services Llc Miami FL 01/2024 02/2026
Extended Travel Las Vegas NV 03/2026 03/2026
Iconiq Capital Llc San Francisco CA 04/2026 Present
  • 06/2017 → 08/2017
    Dawson College Bound
    Las Vegas, NV
  • 01/2018 → 05/2018
    Pomona College
    Claremont, CA
  • 06/2018 → 08/2018
    Dawson College Bound
    Las Vegas, NV
  • 09/2016 → 05/2020
    Pomona College
    Claremont, CA
  • 06/2019 → 07/2019
    Dawson College Bound
    Las Vegas, NV
  • 08/2019 → 05/2020
    Pomona College
    Claremont, CA
  • 07/2020 → 03/2023
    Portola Partners
    Menlo Park, CA
  • 07/2019 → 08/2019
    Union Gaming
    Las Vegas, NV
  • 01/2023 → 02/2026
    Corient
    Menlo Park, CA
  • 01/2024 → 02/2026
    Corient Services Llc
    Miami, FL
  • 03/2026 → 03/2026
    Extended Travel
    Las Vegas, NV
  • 04/2026 → Present
    Iconiq Capital Llc
    San Francisco, CA
Previous Registrations
  • 2023-01-20 → 2026-03-02
    Corient
    Miami, FL
    Menlo Park, CA
  • 2020-10-22 → 2023-03-31
    Portola Partners
    Menlo Park, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-22
  • S65 Uniform Investment Adviser Law Examination
    2020-10-22

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor