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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 | 2026-04-27 |
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 |
|---|---|---|---|---|
| Stanley Middle School | Lafayette | CA | 08/2016 | 05/2017 |
| Rancho Colorados - Swim And Tennis Club | Lafayette | CA | 05/2017 | 08/2017 |
| Acalanes High School | Lafayette | CA | 08/2017 | 05/2018 |
| Rancho Colorados - Swim And Tennis Club | Lafayette | CA | 05/2018 | 08/2018 |
| Acalanes High School | Lafayette | CA | 08/2018 | 05/2019 |
| Rancho Colorados - Swim And Tennis Club | Lafayette | CA | 05/2019 | 08/2019 |
| Acalanes High School | Lafayette | CA | 08/2019 | 05/2020 |
| Rancho Colorados - Swim And Tennis Club | Lafayette | CA | 05/2020 | 08/2020 |
| Acalanes High School | Lafayette | CA | 08/2020 | 05/2021 |
| United Business Bank | Walnut Creek | CA | 08/2021 | 12/2021 |
| Diablo Valley College | Pleasant Hill | CA | 08/2021 | 05/2022 |
| Organic Coup | San Francisco | CA | 08/2021 | 11/2022 |
| Diablo Valley College | Pleasant Hill | CA | 08/2022 | 05/2023 |
| Pricewaterhousecoopers (Pwc) | San Francisco | CA | 05/2023 | 08/2023 |
| University Of California, Berkeley | Berkeley | CA | 08/2023 | 05/2024 |
| Pricewaterhousecoopers (Pwc) | San Francisco | CA | 05/2024 | 08/2024 |
| University Of California, Berkeley | Berkeley | CA | 08/2024 | 05/2025 |
| Unemployed | Lafayette | CA | 05/2025 | 07/2025 |
| Iconiq Capital | San Francisco | CA | 07/2025 | Present |
| Unemployed | Lafayette | CA | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-27 |
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