Robert James Beck

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 04/2017
  Pepperdine University
  Malibu, CA
• 05/2016 → 08/2016
  Harvey And Company
  Irvine, CA
• 11/2016 → 04/2017
  Bryant Stibel
  Malibu, CA
• 06/2008 → 06/2016
  Sports Illustrated
  San Diego, CA
• 05/2017 → 04/2021
  Private Management Group, Inc.
  Irvine, CA
• 04/2021 → 10/2022
  Vista Wealth Management
  San Francisco, CA
• 10/2022 → Present
  Iconiq Capital
  San Francisco, CA

Previous Registrations

• 2021-04-23 → 2022-10-03
  Adero Partners, Llc
  San Francisco, CA
• 2017-07-18 → 2021-04-06
  Private Management Group Inc
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-14

Other Names

• Bubby Beck