Best Investors Account Sign in
Inactive

Owen Hudson Ferra Hymel

Iconiq Capital, LLC

San Francisco, CA

CRD 7683021

Claim This Profile
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 2025-02-05
  • CA RA
    APPROVED
    Since 2025-02-05

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
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
  • 07/2022 → 09/2024
    Parcion Private Wealth
    Bellevue, WA
  • 09/2018 → 07/2022
    University Of Oregon
    Eugene, OR
  • 02/2020 → 04/2022
    University Of Oregon's Office Of The Registrar
    Eugene, OR
  • 06/2017 → 09/2018
    Three Twins Ice Cream
    San Rafael, CA
  • 07/2019 → 09/2019
    Ross Valley School District
    San Anselmo, CA
  • 07/2014 → 06/2018
    Marin Catholic High School
    Kentfield, CA
  • 09/2024 → Present
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-03
  • S65 Uniform Investment Adviser Law Examination
    2023-03-03

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor