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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 | 2025-12-16 |
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 | 07/2025 | Present |
| Brown University | Providence | RI | 09/2021 | 05/2025 |
| Eastdil Secured | San Francisco | CA | 06/2024 | 08/2024 |
| Cornell Capital | New York City | NY | 06/2023 | 07/2023 |
| Brown University | Providence | RI | 09/2023 | 12/2023 |
| Hong Kong International School | Tai Tam | 08/2016 | 05/2021 | |
| Extended Travel | San Francisco | CA | 05/2025 | 07/2025 |
| Access Ventures Llc | Wan Chai | 06/2022 | 08/2022 | |
| West Fifth Partners | New York City | NY | 01/2024 | 05/2024 |
| Unemployed | Tai Tam | 05/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-20 |
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