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Casey John Slattery

Iconiq Capital, LLC

San Francisco, CA

New York, NY

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Current Employers
Iconiq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-23
  • CA RA
    APPROVED
    Since 2026-01-23

Branch Locations

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

360 Park Avenue South, New York, NY 10010 • 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
Transamerica Life Insurance Company Denver CO 01/2021 05/2021
Silver Lake Partners Menlo Park CA 06/2020 08/2020
Uline Dallas TX 05/2019 08/2019
Fox Sports North Minneapolis MN 06/2018 08/2018
Cu Boulder Boulder CO 08/2016 05/2020
Unemployed Denver CO 09/2020 12/2020
Transamerica Investors Securities Corporation Denver CO 08/2021 10/2021
Wme New York NY 10/2021 04/2024
Iconiq Capital New York NY 04/2024 Present
  • 01/2021 → 05/2021
    Transamerica Life Insurance Company
    Denver, CO
  • 06/2020 → 08/2020
    Silver Lake Partners
    Menlo Park, CA
  • 05/2019 → 08/2019
    Uline
    Dallas, TX
  • 06/2018 → 08/2018
    Fox Sports North
    Minneapolis, MN
  • 08/2016 → 05/2020
    Cu Boulder
    Boulder, CO
  • 09/2020 → 12/2020
    Unemployed
    Denver, CO
  • 08/2021 → 10/2021
    Transamerica Investors Securities Corporation
    Denver, CO
  • 10/2021 → 04/2024
    Wme
    New York, NY
  • 04/2024 → Present
    Iconiq Capital
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-23
  • S65 Uniform Investment Adviser Law Examination
    2026-01-23

View on SEC IAPD

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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

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