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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 | 2025-11-13 |
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 |
|---|---|---|---|---|
| Iconiq Capital | San Francisco | CA | 06/2025 | Present |
| Assembly Wealth | Mill Valley | CA | 07/2024 | 06/2025 |
| Cottage Street Advisors | Marion | MA | 09/2023 | 07/2024 |
| Unemployed | Orinda | CA | 06/2023 | 09/2023 |
| University Of California, Santa Barbara | Goleta | CA | 08/2019 | 06/2023 |
| Self | Orinda | CA | 05/2019 | 08/2019 |
| Miramonte High School | Orinda | CA | 08/2015 | 05/2019 |
| Rockfire Grill | Goleta | CA | 10/2020 | 05/2021 |
| Laz Parking | Montecito | CA | 07/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
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