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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 | 2026-08-24 |
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 |
|---|---|---|---|---|
| Iconiq Capital | San Francisco | CA | 06/2025 | Present |
| Scs Financial | Boston | MA | 08/2020 | 06/2025 |
| Td Bank | New York City | NY | 06/2019 | 08/2019 |
| Td Bank | Mount Laurel | NJ | 06/2018 | 08/2018 |
| Maxi's Pizza, Subs And Bar | Philadelphia | PA | 09/2019 | 06/2020 |
| Liacouras Event Center | Philadelphia | PA | 09/2019 | 08/2020 |
| Staples | Kennesaw | GA | 04/2016 | 09/2017 |
| Temple University | Philadelphia | PA | 08/2017 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-23 |
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