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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 | 2025-03-10 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Austin | TX | 07/2021 | 10/2024 |
| Jp Morgan Chase & Co | Austin | TX | 06/2020 | 08/2020 |
| Aig | Houston | TX | 06/2019 | 08/2019 |
| Cvs | Austin | TX | 12/2017 | 06/2018 |
| University Of Texas At Austin | Austin | TX | 08/2019 | 05/2021 |
| Unemployed | Austin | TX | 08/2015 | 06/2016 |
| Unemployed | Austin | TX | 08/2018 | 05/2019 |
| Unemployed | Austin | TX | 06/2021 | 06/2021 |
| Snz Investments | Austin | TX | 07/2016 | 07/2018 |
| Texas Digital Investments Llc | Richmond | TX | 12/2021 | Present |
| Unemployed | Austin | TX | 10/2024 | 11/2024 |
| Iconiq Capital Llc | San Francisco | CA | 11/2024 | Present |
Entity Name: Texas Digital Investments LLC Investment related: Yes Address: 4027 Crestwind Ln, Richmond, TX 77407 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/22/2021 Approximate # of hours a month: 0 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: LLC formed with family friends that will be investing as LPs in a commercial real estate project in Texas.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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