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Courtney Mcgregor

Iconiq Capital, LLC

San Francisco, CA

CRD 7412416

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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 APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

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
Goldman Sachs Boston MA 07/2021 12/2021
Scotiabank New York NY 06/2020 12/2020
Northland Investment Corporation Newton MA 06/2019 04/2020
Full Time Student Boston MA 01/2011 06/2022
Iconiq Capital San Francisco CA 07/2022 Present
  • 07/2021 → 12/2021
    Goldman Sachs
    Boston, MA
  • 06/2020 → 12/2020
    Scotiabank
    New York, NY
  • 06/2019 → 04/2020
    Northland Investment Corporation
    Newton, MA
  • 01/2011 → 06/2022
    Full Time Student
    Boston, MA
  • 07/2022 → Present
    Iconiq Capital
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-04
  • S65 Uniform Investment Adviser Law Examination
    2023-02-04

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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