Best Investors Account Sign in
Inactive

Steffen Westphal

Iconiq Capital, LLC

San Francisco, CA

CRD 7810105

Claim This Profile
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:

Current Employers
Iconiq Capital, Llc

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

50 Beale St. Ste 2300, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Campolindo High School Moraga CA 08/2015 06/2019
Moraga Country Club Moraga CA 01/2019 08/2019
University Of Washington Seattle WA 08/2019 06/2023
Fortis Financial Group Bellevue WA 06/2021 09/2021
The Blueshirt Group San Francisco CA 06/2022 09/2022
Iconiq Capital San Francisco CA 08/2023 Present
N/A Moraga CA 06/2023 08/2023
  • 08/2015 → 06/2019
    Campolindo High School
    Moraga, CA
  • 01/2019 → 08/2019
    Moraga Country Club
    Moraga, CA
  • 08/2019 → 06/2023
    University Of Washington
    Seattle, WA
  • 06/2021 → 09/2021
    Fortis Financial Group
    Bellevue, WA
  • 06/2022 → 09/2022
    The Blueshirt Group
    San Francisco, CA
  • 08/2023 → Present
    Iconiq Capital
    San Francisco, CA
  • 06/2023 → 08/2023
    N/A
    Moraga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-20
  • S65 Uniform Investment Adviser Law Examination
    2023-11-20

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor