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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 | 2026-07-29 |
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 | 07/2022 | Present |
| Bessemer Trust Company | Los Angeles | CA | 10/2017 | 05/2022 |
| Whittier Trust Company | South Pasadena | CA | 06/2012 | 09/2017 |
| Extended Travel | N/A | XX | 09/2017 | 10/2017 |
| Extended Travel | N/A | XX | 05/2022 | 07/2022 |
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