Iconiq Capital, LLC

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 2 of 2

• Eric MckennaCRD 7459768 · New York, NY
  IA Registered
• Ajay MongaCRD 7997013 · San Francisco, CA
  IA Registered
• Ryan Andrew MurryCRD 6741171 · New York, NY
  IA RegisteredRegistration inactive
• Kelly MyrsethCRD 7521948 · San Francisco, CA
  IA Registered
• Michael NorrisCRD 6801732 · San Francisco, CA
  IA Registered
• Daniel Kalman NetzerCRD 6868249 · San Francisco, CA
  IA RegisteredRegistration inactive
• Clark Alden OsbornCRD 6761678 · San Francisco, CA
  IA Registered
• Mark Alan PoelmaCRD 6037320 · San Francisco, CA
  IA RegisteredRegistration inactive
• Jessica Rose PanettieriCRD 7324781 · San Francisco, CA
  IA Registered
• Anders PetersonCRD 7829357 · San Francisco, CA
  IA Registered
• Hao QiuCRD 7757942 · San Francisco, CA
  IA Registered
• Andrea Isabel RomeroCRD 6821644 · San Francisco, CA
  IA RegisteredRegistration inactive
• Victoria Marie RauletCRD 8174004 · San Francisco, CA
  IA Registered
• Aidan Casey RolfeCRD 8182215 · New York, NY
  IA Registered
• Hershil ShahCRD 7131400 · San Francisco, CA
  IA RegisteredRegistration inactive
• Jacob Thomas SiewertCRD 5802286 · San Francisco, CA
  IA RegisteredRegistration inactive
• William Nicholas SteinerCRD 6177042 · San Francisco, CA
  IA Registered
• Christopher J SavageCRD 7743921 · San Francisco, CA
  IA Registered
• Casey John SlatteryCRD 7322375 · New York, NY
  IA RegisteredRegistration inactive
• Anna Rachel SmithCRD 8172714 · San Francisco, CA
  IA Registered
• Chase Edward TomlinsCRD 6397883 · San Francisco, CA
  IA Registered
• Matthew Ursin-SmithCRD 7836164 · San Francisco, CA
  IA Registered
• Alexander VazCRD 6495454 · San Francisco, CA
  IA Registered
• Patrick Alexander WeismanCRD 5549513 · San Francisco, CA
  IA Registered
• Alex P WisnewskiCRD 5958174 · San Francisco, CA
  IA Registered
• Nicholas Riley WagstaffCRD 6793188 · San Francisco, CA
  IA Registered
• Sean Robert WalpertCRD 7006944 · San Francisco, CA
  IA Registered
• Steffen WestphalCRD 7810105 · San Francisco, CA
  IA Registered
• Grace WigingtonCRD 7303229 · San Francisco, CA
  IA RegisteredRegistration inactive
• Eric WirdakCRD 7422104 · San Francisco, CA
  IA Registered
• Xander Arya ZabetianCRD 8145445 · San Francisco, CA
  IA Registered

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.