Best Investors
Account
Sign in
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 | 2025-05-24 |
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 |
|---|---|---|---|---|
| The Blackstone Group, Lp | New York | NY | 11/2014 | 03/2019 |
| Unemployed | New York | NY | 03/2019 | 05/2019 |
| Partners Capital, Llp | Boston | MA | 05/2019 | 03/2025 |
| Unemployed | Boston | MA | 03/2025 | 04/2025 |
| Iconiq Capital, Llc | San Francisco | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
Reach out to this advisor