ICONIQ CAPITAL, LLC

ICONIQ CAPITAL, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 159198). Regulatory assets under management: $117.5B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Charities, Investment cos, Other.

Officers, owners & control persons (24)

NameRoleLocation
Divesh Kanthylal MakanPARTNER; SOLE MEMBER; TRUSTEESan Francisco, CA
William John GriffithPARTNERSan Francisco, CA
Louis ThorneCHIEF OPERATING OFFICERNew York, NY
Michael Thomas AndersPARTNER
Kevin Noel FosterMANAGING DIRECTOR
Jason Brian CraigCHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL
Diksha MakanTRUSTEE
CRAIG JASON BRIANCHIEF COMPLIANCE OFFICER AND COUNSEL; CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL
CLARK JED ACHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND COUNSEL; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
BOEDING CHAD LOUISLIMITED PARTNER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more)
MAKAN DIVESH KANTHYLALLIMITED PARTNER; MANAGING MEMBER; PARTNER (+2 more)
ANDERS MICHAEL THOMASMANAGING MEMBER; PARTNER
NGO TOM MINCHIEF OPERATING OFFICER
ARMSTRONG JEREMY NIELCHIEF COMPLIANCE OFFICER
FOSTER KEVIN NOELCHIEF OF STAFF; CHIEF OPERATING OFFICER; MANAGING DIRECTOR
GRIFFITH WILLIAM JOHNPARTNER
THORNE LOUISCHIEF OPERATING OFFICER
MCBRIDE KATHRYN SUSANNECHIEF COMPLIANCE OFFICER
DICKINSON JENNIFER TRACEYCHIEF COMPLIANCE OFFICER
STEINER WILLIAM NICHOLASCHIEF COMPLIANCE OFFICER AND COUNSEL
JESSE JAMES WILLIAMPRESIDENT
Makan DikshaTRUSTEE
Katherine Healy DouganCHIEF FINANCIAL OFFICER
Matthew C JacobsonPARTNER

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