William Jesse Carter

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

• 08/2014 → 05/2017
  De Smet Jesuit High School
  Creve Coeur, MO
• 06/2017 → 12/2021
  University Of Florida
  Gainesville, FL
• 12/2019 → 12/2019
  Amerilife, Llc
  Clearwater, FL
• 05/2020 → 08/2020
  Amerilife, Llc
  Clearwater, FL
• 05/2021 → 09/2021
  Northrock Partners, Llc
  Minneapolis, MN
• 01/2022 → 05/2022
  Northrock Partners, Llc
  Minneapolis, MN
• 06/2022 → 09/2022
  Northrock Partners, Llc
  Minneapolis, MN
• 10/2022 → 05/2026
  Bbr Partners
  New York, NY
• 06/2026 → Present
  Iconiq Capital
  New York, NY

Previous Registrations

• 2022-12-05 → 2026-05-27
  Bbr Partners, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-05

Other Names

• Will Jesse Carter