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Michael Haozhong Lin

Iconiq Capital, LLC

San Francisco, CA

CRD 7495366

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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 2022-02-01
  • CA RA
    APPROVED
    Since 2022-02-01

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
Hercules Capital, Inc. Palo Alto CA 10/2019 03/2020
Danahq, Inc. San Francisco CA 06/2020 09/2020
Iconiq Capital, Llc San Francisco CA 07/2021 Present
Dartmouth College Hanover NH 09/2017 06/2021
Dublin Jerome High School Dublin OH 08/2013 06/2017
  • 10/2019 → 03/2020
    Hercules Capital, Inc.
    Palo Alto, CA
  • 06/2020 → 09/2020
    Danahq, Inc.
    San Francisco, CA
  • 07/2021 → Present
    San Francisco, CA
  • 09/2017 → 06/2021
    Dartmouth College
    Hanover, NH
  • 08/2013 → 06/2017
    Dublin Jerome High School
    Dublin, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-15
  • S65 Uniform Investment Adviser Law Examination
    2022-01-15

View on SEC IAPD

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