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Ajay Monga

Iconiq Capital, LLC

San Francisco, CA

CRD 7997013

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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 APPROVED 2024-12-09
  • CA RA
    APPROVED
    Since 2024-12-09

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 07/2024 Present
Td Securities Toronto 05/2023 08/2023
Cibc Capital Markets Toronto 01/2022 04/2022
Cibc Capital Markets Toronto 05/2021 08/2021
Oakdale Golf And Country Club Toronto 06/2020 08/2020
Full-Time Education Waterloo 09/2023 05/2024
Full-Time Education Waterloo 05/2022 04/2023
Unemployed Toronto 06/2024 07/2024
Full-Time Education Waterloo 09/2021 12/2021
Full-Time Education Waterloo 09/2020 04/2021
Full-Time Education Toronto 09/2010 06/2020
  • 07/2024 → Present
    Iconiq Capital
    San Francisco, CA
  • 05/2023 → 08/2023
    Td Securities
    Toronto
  • 01/2022 → 04/2022
    Cibc Capital Markets
    Toronto
  • 05/2021 → 08/2021
    Cibc Capital Markets
    Toronto
  • 06/2020 → 08/2020
    Oakdale Golf And Country Club
    Toronto
  • 09/2023 → 05/2024
    Full-Time Education
    Waterloo
  • 05/2022 → 04/2023
    Full-Time Education
    Waterloo
  • 06/2024 → 07/2024
    Unemployed
    Toronto
  • 09/2021 → 12/2021
    Full-Time Education
    Waterloo
  • 09/2020 → 04/2021
    Full-Time Education
    Waterloo
  • 09/2010 → 06/2020
    Full-Time Education
    Toronto
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-07
  • S65 Uniform Investment Adviser Law Examination
    2024-12-07

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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