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ICONIQ CAPITAL, LLC
SAN FRANCISCO, CA
415-967-7763
SEC #801-72878Total AUM
$117.5B
Employees
513Clients
855Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
50 BEALE ST.
STE 2300
SAN FRANCISCO
CA 94105
United States
STE 2300
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Monday - Friday
Phone
415-967-7763
Other Offices
2
Financials
Total AUM
$117.5B
Accounts
1,651Discretionary
$85.8B
Accounts
698Non-Discretionary
$31.7B
Accounts
953
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
380AUM
$10.8B
Banking Clients
1AUM
$0
Pooled Vehicle Clients
353AUM
$82.6B
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
113AUM
$24.1B
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
NA
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGMENT FOR PRIVATE FOUNDATIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLNYTX
Affiliates
Affiliates
Reported 56 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.