Iconiq Capital, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 159198
- SEC number
- 801-72878
- Firm type
- RIA
- Assets under management
- $117.5B as of Apr 14, 2026
- Website
- twitter.com/ICONIQ_ISP ↗
- Phone
- 415-967-7763
- Address
- 50 Beale St., San Francisco, CA, 94105
Advisors at this firm
81 in our index · page 1 of 2
-
Molly M AhrabianCRD 5900852 · New York, NYIA Registered
-
Michael Thomas AndersCRD 4661709 · New York, NYIA Registered
-
Alec David AndersonCRD 6546145 · New York, NYIA Registered
-
Tanya AgarwalCRD 7931447 · San Francisco, CAIA Registered
-
Martinez Frances AnnaCRD 7330951 · San Francisco, CAIA Registered
-
Jackson Edward Aris-DumasCRD 8198407 · San Francisco, CAIA Registered
-
Andrew Higgins AubeCRD 8198965 · San Francisco, CAIA Registered
-
Peter Pauli BachalisCRD 5713759 · San Francisco, CAIA Registered
-
Indraa BatbayarCRD 7605162 · San Francisco, CAIA RegisteredRegistration inactive
-
Adam Jay BattatCRD 7223124 · San Francisco, CAIA Registered
-
Tessa BednarzCRD 6825670 · San Francisco, CAIA Registered
-
Kazan Nathan BraeckmanCRD 5675262 · San Francisco, CAIA Registered
-
Matthew BurnsCRD 6548266 · San Francisco, CAIA Registered
-
Michaela Gloria Victoria BarnettCRD 7042391 · San Francisco, CAIA Registered
-
Jacob Thomas BiedronskiCRD 6979928 · San Francisco, CAIA RegisteredRegistration inactive
-
Maximilien Tor BonnefoyCRD 7821225 · San Francisco, CAIA Registered
-
Sanjay ChallaCRD 7221127 · San Francisco, CAIA RegisteredRegistration inactive
-
Paige Renee CarmonaCRD 7057680 · San Francisco, CAIA Registered
-
Nicholas CarrollCRD 6964248 · San Francisco, CAIA Registered
-
Lindzey L DauCRD 5709449 · San Francisco, CAIA Registered
-
Andrew V DalessioCRD 7892649 · New York, NYIA Registered
-
Adam Swenson DurfeeCRD 5659339 · San Francisco, CAIA Registered
-
Demetrius Marcelle EdwardsCRD 6463554 · San Francisco, CAIA RegisteredRegistration inactive
-
Will FarrCRD 8217460 · San Francisco, CAIA Registered
-
Christopher GawCRD 8197320 · San Francisco, CAIA Registered
-
Eugenie GreeffCRD 7810319 · New York, NYIA Registered
-
Campbell GulbinCRD 7268550 · San Francisco, CAIA RegisteredRegistration inactive
-
Monica Diane HernandezCRD 5932314 · San Francisco, CAIA RegisteredRegistration inactive
-
Olive HsiaoCRD 5774158 · San Francisco, CAIA Registered
-
Eileen Mcmahon HarrisCRD 7313556 · San Francisco, CAIA Registered
-
Nanea Mahina HaynesCRD 8259751 · San Francisco, CAIA Registered
-
Victoria Yeewing HoCRD 7986665 · New York, NYIA Registered
-
Owen Hudson Ferra HymelCRD 7683021 · San Francisco, CAIA Registered
-
Ryan Matthew JacksonCRD 8240365 · San Francisco, CAIA Registered
-
Nicole A LacourCRD 7620546 · San Francisco, CAIA RegisteredRegistration inactive
-
Michael Haozhong LinCRD 7495366 · San Francisco, CAIA Registered
-
Megan Elizabeth LundmarkCRD 7390415 · New York, NYIA RegisteredRegistration inactive
-
Elaine Jiaming MaCRD 6969820 · San Francisco, CAIA Registered
-
Sean MahoneyCRD 7498806 · New York, NYIA RegisteredRegistration inactive
-
Divesh Kanthylal MakanCRD 4447669 · San Francisco, CAIA RegisteredDisclosure event(s) on record
-
Courtney McgregorCRD 7412416 · San Francisco, CAIA Registered
-
Kristina Marie McnamaraCRD 6859404 · New York, NYIA RegisteredRegistration inactive
-
Madeleine M McnellCRD 6949275 · San Francisco, CAIA RegisteredRegistration inactive
-
Chirag Nitin MehtaCRD 3263156 · San Francisco, CAIA Registered
-
Rakesh Tailap MehtaCRD 4162329 · San Francisco, CAIA Registered
-
Christopher Damon MoyCRD 5550098 · San Francisco, CAIA Registered
-
Lindsay Anne MoyCRD 5567777 · New York, NYIA RegisteredRegistration inactive
-
Kristyna Maria MurphyCRD 6998199 · San Francisco, CAIA RegisteredRegistration inactive
-
Trevor Robert MarshallCRD 8138205 · New York, NYIA Registered
-
Erin Eliza McclaveCRD 8051801 · New York, NYIA Registered
1–50 of 81Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 159198 ↗
FINRA BrokerCheck record for firm CRD 159198 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.