Best Investors
Account
Sign in
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 | 2026-08-05 |
Branch Locations
50 Beale St. Ste 2300, San Francisco, CA 94105 • United States
360 Park Avenue South 20Th Floor, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman | New York City | NY | 08/2022 | 03/2026 |
| Unemployed | New York City | NY | 05/2022 | 07/2022 |
| Blackrock | New York City | NY | 11/2014 | 04/2022 |
| Iconiq Capital | New York City | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-14 |
Reach out to this advisor