Adam
Battat
Iconiq Capital, LLC
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About this Advisor
Adam Battat is a financial advisor who works out of San Francisco, California. Battat is on the advisory team at Iconiq Capital, LLC. During their career, Battat has held roles at Bingham, Osborn & Scarborough, LLC, Chapman University, Tsg Wealth Management, Otis Elevator Company, Acrobat Outsourcing, Vector Marketing, Soup For Your Soul, Cerity Partners LLC and Iconiq Capital. Battat holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in California. Iconiq Capital, LLC is an advisory company based out of San Francisco, CA. The firm has offices in two locations and a total of 452 people on staff. It controls $77 billion in assets across its 1,416 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 76 charitable organizations. Of its 1,416 customer accounts, 47% belong to high-net-worth individuals who have greater than $1 million in assets. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors vary depending on the type of financial services provided. Fees billed by Iconiq Capital, LLC likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iconiq Capital, LLC Brokerage Details
$77,239,703,492
452
1,416
$54,547,813
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Adam Battat Work History
Adam has been registered as a financial advisor for 0 years.*
Iconiq Capital
Bingham, Osborn & Scarborough, LLC
Cerity Partners LLC
Tsg Wealth Management
Otis Elevator Company
Acrobat Outsourcing
Chapman University
Vector Marketing
Soup For Your Soul
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Battat to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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