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Anna Rachel Smith

Iconiq Capital, LLC

San Francisco, CA

CRD 8172714

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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 2026-01-24
  • CA RA
    APPROVED
    Since 2026-01-24

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
Pepperdine University Malibu CA 08/2022 05/2025
Starbucks Seattle WA 02/2022 08/2022
Pepperdine University Center For The Arts Malibu CA 08/2022 05/2025
Urban Outfitters Malibu CA 08/2024 04/2025
The Pepperdine Beacon Malibu CA 07/2024 05/2025
Erehwon Calabasas CA 04/2025 06/2025
Target Union KY 08/2020 02/2022
Sherwood Financial Partners Westlake Village CA 01/2025 03/2025
Kroger Union KY 01/2020 08/2020
Unemployed Union KY 01/2015 01/2020
Unemployed Calabasas CA 06/2025 07/2025
Iconiq San Francisco CA 07/2025 Present
  • 08/2022 → 05/2025
    Pepperdine University
    Malibu, CA
  • 02/2022 → 08/2022
    Starbucks
    Seattle, WA
  • 08/2022 → 05/2025
    Pepperdine University Center For The Arts
    Malibu, CA
  • 08/2024 → 04/2025
    Urban Outfitters
    Malibu, CA
  • 07/2024 → 05/2025
    The Pepperdine Beacon
    Malibu, CA
  • 04/2025 → 06/2025
    Erehwon
    Calabasas, CA
  • 08/2020 → 02/2022
    Target
    Union, KY
  • 01/2025 → 03/2025
    Sherwood Financial Partners
    Westlake Village, CA
  • 01/2020 → 08/2020
    Kroger
    Union, KY
  • 01/2015 → 01/2020
    Unemployed
    Union, KY
  • 06/2025 → 07/2025
    Unemployed
    Calabasas, CA
  • 07/2025 → Present
    Iconiq
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-23
  • S65 Uniform Investment Adviser Law Examination
    2026-01-23
Other Names
  • Anna Rachel Brinkerhoff

View on SEC IAPD

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