Iconiq Capital, LLC
Iconiq Capital, LLC (CRD# 159198) is a financial advisory firm headquartered in San Francisco, CA. They manage $77,239,703,492 in 1,416 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management77,240MILLION
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Total Number of Accounts1,416ACCOUNTS
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Average Account Value$54,547,813
- 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
Chirag Mehta (CRD# 3263156) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.
Rakesh Mehta (CRD# 4162329) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Christopher Moy (CRD# 5550098) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
Lindsay Moy (CRD# 5567777) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 15 years of experience in the finance industry.
Alejandro Padilla (CRD# 7054385) 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.
Kaivalya Patel (CRD# 6809532) 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.
Jacob Siewert (CRD# 5802286) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.
Sabina Spector (CRD# 6365532) 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.
William Steiner (CRD# 6177042) 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.
Chase Tomlins (CRD# 6397883) 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.