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Matthew Ursin-Smith

Iconiq Capital, LLC

San Francisco, CA

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Current Employers
Iconiq Capital, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-25
  • CA RA
    APPROVED
    Since 2024-03-25

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
Iconiq Capital San Francisco CA 11/2023 Present
Cambridge Associates San Francisco CA 08/2020 10/2023
Ubs Boston MA 09/2019 12/2019
Boston College Chestnut Hill MA 09/2016 06/2020
J Crew Santa Monica CA 06/2018 08/2018
  • 11/2023 → Present
    Iconiq Capital
    San Francisco, CA
  • 08/2020 → 10/2023
    Cambridge Associates
    San Francisco, CA
  • 09/2019 → 12/2019
    Ubs
    Boston, MA
  • 09/2016 → 06/2020
    Boston College
    Chestnut Hill, MA
  • 06/2018 → 08/2018
    J Crew
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-23
  • S65 Uniform Investment Adviser Law Examination
    2024-03-23

View on SEC IAPD

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DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
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RBC SECURITIES, INC · SAN FRANCISCO, CA
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