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ICONIQ CAPITAL, LLC
CRD 159198 · SEC 801-72878
50 BEALE ST., STE 2300, SAN FRANCISCO, CA, 94105, United States
Phone
415-967-7763
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.53B
Discretionary AUM
$85.82B
Team
513 total employees; 158 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 380 | $10.77B |
| Pooled investment vehicles | 353 | $82.65B |
| Charitable organizations | 113 | $24.11B |
States served
CA, NY, TX, FL
All web addresses on file
- https://twitter.com/ICONIQ_ISP
- HTTP://WWW.ICONIQCAPITAL.COM
- https://www.iconiqgrowth.com
- https://www.iconiqideas.com
- https://www.linkedin.com/company/iconiq-capital-llc
- HTTPS://WWW.FACEBOOK.COM/ICONIQ-CAPITAL-374914372521947/
- HTTPS://TWITTER.COM/ICONIQ_CAPITAL
- HTTPS://TWITTER.COM/ICONIQSTRATEGIC
- HTTPS://TWITTER.COM/ICONIQCAPITAL
- https://vimeo.com/iconiqcapital
- https://www.instagram.com/iconiqcapital
- https://medium.com/iconiq-growth
- https://twitter.com/ICONIQGrowth
- https://www.instagram.com/iconiqgrowth
- https://www.iconiq.com
- http://compass.iconiqcapital.com
- https://www.linkedin.com/showcase/iconiq-impact/
- https://compass.iconiqgrowth.com/
- https://www.youtube.com/@ICONIQCapital
Official SEC filing: View on IAPD