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
Michael Alpert (CRD# 4634236) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Michael Anders (CRD# 4661709) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 20 years of experience in the finance industry.
Alec Anderson (CRD# 6546145) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 6 years of experience in the finance industry.
Peter Bachalis (CRD# 5713759) 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.
Kylee Badger (CRD# 6513038) 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.
Michaela Barnett (CRD# 7042391) 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.
Tessa Bednarz (CRD# 6825670) 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.
Sonia Bui (CRD# 6324705) 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.
Matthew Burns (CRD# 6548266) 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.
Vanessa Bursztyn (CRD# 6646124) is an Investment Advisor Representative working at Iconiq Capital, LLC in New York, NY and has over 5 years of experience in the finance industry.