ICONIQ CAPITAL, LLC

SAN FRANCISCO, California·5 registered advisors·CRD# 159198
SEC# 801-728782415-967-7763
01

Firm Overview

AUM
$84.2B
Regulatory assets under management
Employees
451
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at ICONIQ CAPITAL, LLC

5 registered advisors
Divesh Kanthylal Makan
SAN FRANCISCO, California
James William Jesse
SAN FRANCISCO, California
Kevin Noel Foster
SAN FRANCISCO, California
Michael Thomas Anders
SAN FRANCISCO, California
William Nicholas Steiner
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
5 advisors

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Data sourced from SEC Form ADV filings. ICONIQ CAPITAL, LLC (CRD# 159198) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.