Best Investors Account Sign in
Inactive

Jessica Rose Panettieri

Iconiq Capital, LLC

San Francisco, CA

CRD 7324781

Claim This Profile
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 2026-01-06
  • CA RA
    APPROVED
    Since 2026-01-06

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
Iconiq Capital San Francisco CA 07/2020 Present
Compass Group Equity Partners St. Louis MO 01/2019 12/2019
Washington University In St. Louis St. Louis MO 08/2016 05/2020
Autometer Products, Inc. Sycamore IL 05/2017 08/2017
Promus Capital, Llc Chicago IL 05/2018 06/2018
  • 07/2020 → Present
    Iconiq Capital
    San Francisco, CA
  • 01/2019 → 12/2019
    Compass Group Equity Partners
    St. Louis, MO
  • 08/2016 → 05/2020
    Washington University In St. Louis
    St. Louis, MO
  • 05/2017 → 08/2017
    Autometer Products, Inc.
    Sycamore, IL
  • 05/2018 → 06/2018
    Promus Capital, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-27
  • S65 Uniform Investment Adviser Law Examination
    2021-02-27

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor