Iconiq Capital, LLC
Iconiq Capital, LLC (CRD# 159198) is a financial advisory firm headquartered in San Francisco, CA. They manage $84,187,372,139 in 1,477 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management84,187MILLION
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Total Number of Accounts1,477ACCOUNTS
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Average Account Value$56,998,898
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
CA, FL, NY, TX
Spencer Capalby (CRD# 6626031) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
Brian Caulin (CRD# 5846966) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
Lindzey Dau (CRD# 5709449) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Molly Duffey (CRD# 5900852) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 12 years of experience in the finance industry.
Adam Durfee (CRD# 5659339) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Ryan Ebeling (CRD# 5675875) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Kevin Foster (CRD# 4816072) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Monica Hernandez (CRD# 5932314) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.
Lee Hunold (CRD# 6485581) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 8 years of experience in the finance industry.
Divesh Makan (CRD# 4447669) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.