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Will Farr

Iconiq Capital, LLC

San Francisco, CA

CRD 8217460

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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 2026-05-21
  • CA RA
    APPROVED
    Since 2026-05-21

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
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
  • 01/2026 → Present
    Iconiq Capital
    San Francisco, CA
  • 09/2021 → 01/2026
    North Point Mergers And Acquisitions
    San Francisco, CA
  • 09/2017 → 06/2021
    Santa Clara University
    Santa Clara, CA
  • 06/2021 → 09/2021
    Unemployed
    San Francisco, CA
  • 07/2020 → 09/2020
    North Point Mergers And Acquisitions
    Remote, CA
  • 07/2019 → 09/2019
    Three Bridge Wealth Advisors
    Portola Valley, CA
  • 07/2018 → 09/2018
    Marine Layer
    San Francisco, CA
  • 01/2016 → 09/2018
    Unemployed
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-21
  • S65 Uniform Investment Adviser Law Examination
    2026-05-21

View on SEC IAPD

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