Sean Robert Walpert

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

• 08/2012 → 09/2016
  Notre Dame Prepatory
  Scottsdale, AZ
• 09/2016 → 08/2020
  Ucla
  Los Angeles, CA
• 09/2018 → 06/2019
  Morgan Stanley
  Sherman Oaks, CA
• 07/2020 → 03/2023
  Portola Partners
  Menlo Park, CA
• 07/2018 → 08/2019
  Valley Group
  Tempe, AZ
• 08/2019 → 09/2019
  Santerre & Vande Krol
  Scottsdale, AZ
• 01/2023 → 05/2025
  Corient
  Menlo Park, CA
• 01/2024 → 05/2025
  Corient Services Llc
  Miami, FL
• 05/2025 → Present
  Iconiq Capital, Llc
  San Francisco, CA

Previous Registrations

• 2023-01-20 → 2025-05-28
  Corient
  Menlo Park, CA
  Miami, FL
• 2020-09-11 → 2023-03-31
  Portola Partners
  Menlo Park, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-10

Designations

• Certified Financial Planner

Other Names

• Sean Walpert