Iconiq Capital, LLC
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Overview
Iconiq Capital, LLC is located at 50 Beale St., San Francisco, CA. The firm employs 130 financial advisors to manage client portfolios and provide financial guidance. Iconiq Capital, LLC is not a registered broker-dealer.
Iconiq Capital, LLC oversees $84.2 billion in assets under management across 1,477 accounts, of which 645 are discretionary and 832 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The firm caters to high net worth investors, pooled investment vehicles, and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at Iconiq Capital, LLC includes asset-based, fixed, and performance-based fees. The firm has 341 high net worth clients and maintains affiliations with a commodity pool advisor.
Iconiq Capital, LLC is registered in the states of California, Florida, New York, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Iconiq Capital, LLC by the Numbers
$84.2 billion
451
1,477
$57.0 million
Products and Services
Iconiq Capital, LLC provides multiple financial services, which can include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services. Notably, Iconiq Capital, LLC did not provide any of its customers with financial planning services in the last financial year. The Company does sell products or offer services different than investment advisory services to its clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on which service is offered. Fees billed by Iconiq Capital, LLC most likely include any blend of the following fee types: asset-based, fixed, or performance-based.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to high net worth investors, pooled investment vehicles, and charitable organizations. Out of its 3 clients, Iconiq Capital, LLC's largest client type by number of accounts is pooled investment vehicles, though it also serves 341 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 45.96%
- Other Individuals - 0%
- Corporations - 40.97%
- Charitable Organizations - 13.07%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Iconiq Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Iconiq Capital, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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