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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 | 2026-06-27 |
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 |
|---|---|---|---|---|
| Cambridge Associates Llc | San Francisco | CA | 07/2022 | 09/2024 |
| Maui Arts & Cultural Center | Kahului | HI | 10/2024 | 11/2025 |
| Iconiq Capital Llc | San Francisco | CA | 12/2025 | Present |
| Extended Travel | Rome | 05/2022 | 07/2022 | |
| Pomona College, Full Time Student | Claremont | CA | 08/2017 | 05/2020 |
| Unemployed (Covid Summer) | Makawao | HI | 05/2020 | 07/2020 |
| Bank Of Hawaii | Honolulu | HI | 08/2020 | 07/2021 |
| Pomona College, Full Time Student | Claremont | CA | 08/2021 | 05/2022 |
| Northstar Energy | Seattle | WA | 06/2019 | 07/2019 |
| Career Development Office, Pomona College | Claremont | CA | 09/2021 | 05/2022 |
| Full Time Student, Seabury Hall | Makawao | HI | 08/2014 | 05/2017 |
| Summer Before College (Unemployed) | Makawao | HI | 05/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-26 |
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