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Iconiq Capital, LLC CRD 159198
$118B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-12 |
Branch Locations
50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 09/2021 | 06/2022 |
| Fisher Investments | Camas | WA | 08/2019 | 09/2021 |
| University Of Oregon Athletics | Eugene | OR | 09/2017 | 06/2019 |
| University Of Oregon | Eugene | OR | 09/2015 | 06/2019 |
| Empirical Wealth Management | San Francisco | CA | 07/2022 | 11/2025 |
| Iconiq Capital | San Francisco | CA | 11/2025 | Present |
| Unemployed | Portland | OR | 07/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
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