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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 | 2026-05-21 |
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 | 01/2026 | Present |
| North Point Mergers And Acquisitions | San Francisco | CA | 09/2021 | 01/2026 |
| Santa Clara University | Santa Clara | CA | 09/2017 | 06/2021 |
| Unemployed | San Francisco | CA | 06/2021 | 09/2021 |
| North Point Mergers And Acquisitions | Remote | CA | 07/2020 | 09/2020 |
| Three Bridge Wealth Advisors | Portola Valley | CA | 07/2019 | 09/2019 |
| Marine Layer | San Francisco | CA | 07/2018 | 09/2018 |
| Unemployed | San Francisco | CA | 01/2016 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-21 |
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