Iconiq Capital, LLC

Iconiq Capital, LLC (CRD# 159198) is a financial advisory firm headquartered in San Francisco, CA. They manage $60,542,420,314 in 1,188 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    60,542
    MILLION
  • Total Number of Accounts
    1,188
    ACCOUNTS
  • Average Account Value
    $50,961,633
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Iconiq Capital, LLC
Showing 1 - 10 of 62 top financial advisors.
1
Michael L. Alpert
CRD#: 4634236
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111

Michael Alpert (CRD# 4634236) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

2
Michael T. Anders
CRD#: 4661709
15 E. 26th Street, 6th Floor, New York, NY 10010

Michael Anders (CRD# 4661709) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 18 years of experience in the finance industry.

3
Alec D. Anderson
CRD#: 6546145
15 East 26th Street, New York, NY 10010

Alec Anderson (CRD# 6546145) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 4 years of experience in the finance industry.

4
Michael A. Arteaga
CRD#: 6561209
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111

Michael Arteaga (CRD# 6561209) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

5
Peter P. Bachalis
CRD#: 5713759
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111

Peter Bachalis (CRD# 5713759) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

6
Kylee S. Badger
CRD#: 6513038
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111

Kylee Badger (CRD# 6513038) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

7
Eric S. Bakar
CRD#: 7049037
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111

Eric Bakar (CRD# 7049037) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

8
Michaela G. Barnett
CRD#: 7042391
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111

Michaela Barnett (CRD# 7042391) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

9
Tessa Bednarz
CRD#: 6825670
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111

Tessa Bednarz (CRD# 6825670) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

10
Kazan N. Braeckman
CRD#: 5675262
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111

Kazan Braeckman (CRD# 5675262) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

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