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Sean Robert Walpert

Iconiq Capital, LLC

San Francisco, CA

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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 2025-09-02
  • CA RA
    APPROVED
    Since 2025-09-02

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
Notre Dame Prepatory Scottsdale AZ 08/2012 09/2016
Ucla Los Angeles CA 09/2016 08/2020
Morgan Stanley Sherman Oaks CA 09/2018 06/2019
Portola Partners Menlo Park CA 07/2020 03/2023
Valley Group Tempe AZ 07/2018 08/2019
Santerre & Vande Krol Scottsdale AZ 08/2019 09/2019
Corient Menlo Park CA 01/2023 05/2025
Corient Services Llc Miami FL 01/2024 05/2025
Iconiq Capital, Llc San Francisco CA 05/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-10
  • S65 Uniform Investment Adviser Law Examination
    2020-09-10
Designations
Other Names
  • Sean Walpert

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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