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 | 2025-02-05 |
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 |
|---|---|---|---|---|
| Parcion Private Wealth | Bellevue | WA | 07/2022 | 09/2024 |
| University Of Oregon | Eugene | OR | 09/2018 | 07/2022 |
| University Of Oregon's Office Of The Registrar | Eugene | OR | 02/2020 | 04/2022 |
| Three Twins Ice Cream | San Rafael | CA | 06/2017 | 09/2018 |
| Ross Valley School District | San Anselmo | CA | 07/2019 | 09/2019 |
| Marin Catholic High School | Kentfield | CA | 07/2014 | 06/2018 |
| Iconiq Capital, Llc | San Francisco | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-03 |
Reach out to this advisor