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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 | 2022-02-01 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-15 |
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