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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 |
|---|---|---|---|---|
| Brunswick Middle School | Greenwich | CT | 12/2015 | 08/2017 |
| Brunswick High School | Greenwich | CT | 09/2017 | 05/2021 |
| University Of Virginia | Charlottesville | VA | 08/2021 | 05/2025 |
| Tamarack Global | Greenwich | CT | 06/2021 | 08/2021 |
| Main Street Auto | Atlanta | GA | 06/2022 | 08/2022 |
| Hudson Harvest | Hudson Valley | NY | 06/2023 | 08/2023 |
| Iconiq | New York | NY | 06/2024 | 08/2024 |
| Iconiq | San Francisco | CA | 07/2025 | Present |
| Traveling | Bangkok | 06/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-25 |
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