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).

By the Numbers
  • Total Assets Under Management
    77,240
    MILLION
  • Total Number of Accounts
    1,416
    ACCOUNTS
  • Average Account Value
    $54,547,813
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
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Iconiq Capital, LLC
Showing 21 - 30 of 66 top financial advisors.
21
Chirag N. Mehta
CRD#: 3263156
50 Beale St., Ste 2300, San Francisco, CA 94105

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.

22
Rakesh T. Mehta
CRD#: 4162329
244 Jackson Street, Suite 300, San Francisco, CA 94111

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.

23
Christopher D. Moy
CRD#: 5550098
50 Beale St., Ste 2300, San Francisco, CA 94105

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.

24
Lindsay A. Moy
CRD#: 5567777
15 East 26th. Street, 6th Floor, New York, NY 10010

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.

25
Alejandro Padilla
CRD#: 7054385
50 Beale St., Ste 2300, San Francisco, CA 94105

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.

26
Kaivalya T. Patel
CRD#: 6809532
50 Beale St., Ste 2300, San Francisco, CA 94105

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.

27
Jacob T. Siewert
CRD#: 5802286
50 Beale St., Ste 2300, San Francisco, CA 94105

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.

28
Sabina S. Spector
CRD#: 6365532
50 Beale St., Ste 2300, San Francisco, CA 94105

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.

29
William N. Steiner
CRD#: 6177042
50 Beale St., Ste 2300, San Francisco, CA 94105

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.

30
Chase E. Tomlins
CRD#: 6397883
50 Beale St., Ste 2300, San Francisco, CA 94105

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.

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