Iconiq Capital

Iconiq Capital (CRD# 159198) is a financial advisory firm headquartered in San Francisco, CA. They manage $16,704,100,000 in 1,086 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,704
    MILLION
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $15,381,308
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, CT, FL, IA, IL, MA, NE, NJ, NV, NY, TX, WA, WI

Financial Advisors at Iconiq Capital
Showing 1 - 10 of 41 top financial advisors.
1
Michael L. Alpert
CRD#: 4634236
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
96
Wealthminder
score

Michael Alpert (CRD# 4634236) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 13 years of experience in the finance industry.

2
Brian P. Caulin
CRD#: 5846966
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
96
Wealthminder
score

Brian Caulin (CRD# 5846966) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 6 years of experience in the finance industry.

3
Michael T. Anders
CRD#: 4661709
15 E. 26th Street, 6th Floor, New York, NY 10010
93
Wealthminder
score

Michael Anders (CRD# 4661709) is an Investment Advisor Representative working at Iconiq Capital in New York, NY and has over 14 years of experience in the finance industry.

4
Chad L. Boeding
CRD#: 4262607
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Chad Boeding (CRD# 4262607) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 16 years of experience in the finance industry.

5
Jed A. Clark
CRD#: 5002342
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Jed Clark (CRD# 5002342) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 12 years of experience in the finance industry.

6
Lindzey L. Dau
CRD#: 5709449
244 Jackson Street, Suite 300, San Francisco, CA 94111
93
Wealthminder
score

Lindzey Dau (CRD# 5709449) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 7 years of experience in the finance industry.

7
Kevin N. Foster
CRD#: 4816072
244 Jackson St., Suite 3, San Francisco, CA 94111
93
Wealthminder
score

Kevin Foster (CRD# 4816072) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 12 years of experience in the finance industry.

8
Erica N. Hewitt
CRD#: 5636961
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Erica Hewitt (CRD# 5636961) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 7 years of experience in the finance industry.

9
Chirag N. Mehta
CRD#: 3263156
394 Pacific Avenue, 2nd Floor, San Francisco, CA 94111
93
Wealthminder
score

Chirag Mehta (CRD# 3263156) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 18 years of experience in the finance industry.

10
Rakesh T. Mehta
CRD#: 4162329
244 Jackson Street, Suite 300, San Francisco, CA 94111
93
Wealthminder
score

Rakesh Mehta (CRD# 4162329) is an Investment Advisor Representative working at Iconiq Capital in San Francisco, CA and has over 16 years of experience in the finance industry.

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