# ICONIQ CAPITAL, LLC

ICONIQ CAPITAL, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 159198
- Type: SEC-registered investment adviser
- SEC file number: 801-72878
- Location: 50 BEALE ST., STE 2300, SAN FRANCISCO, CA, 94105
- Phone: 415-967-7763
- Latest filing: 2026-04-14
- Regulatory AUM: $117.5B
- Discretionary AUM: $85.8B
- Non-discretionary AUM: $31.7B
- Clients: 513
- Accounts: 1,651

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Divesh Kanthylal Makan | PARTNER; SOLE MEMBER; TRUSTEE | San Francisco, CA |
| William John Griffith | PARTNER | San Francisco, CA |
| Louis Thorne | CHIEF OPERATING OFFICER | New York, NY |
| Michael Thomas Anders | PARTNER | — |
| Kevin Noel Foster | MANAGING DIRECTOR | — |
| Jason Brian Craig | CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL | — |
| Diksha Makan | TRUSTEE | — |
| CRAIG JASON BRIAN | CHIEF COMPLIANCE OFFICER AND COUNSEL; CHIEF COMPLIANCE OFFICER AND SENIOR COUNSEL | — |
| CLARK JED A | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND COUNSEL; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | — |
| BOEDING CHAD LOUIS | LIMITED PARTNER; MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MAKAN DIVESH KANTHYLAL | LIMITED PARTNER; MANAGING MEMBER; PARTNER (+2 more) | — |
| ANDERS MICHAEL THOMAS | MANAGING MEMBER; PARTNER | — |
| NGO TOM MIN | CHIEF OPERATING OFFICER | — |
| ARMSTRONG JEREMY NIEL | CHIEF COMPLIANCE OFFICER | — |
| FOSTER KEVIN NOEL | CHIEF OF STAFF; CHIEF OPERATING OFFICER; MANAGING DIRECTOR | — |
| GRIFFITH WILLIAM JOHN | PARTNER | — |
| THORNE LOUIS | CHIEF OPERATING OFFICER | — |
| MCBRIDE KATHRYN SUSANNE | CHIEF COMPLIANCE OFFICER | — |
| DICKINSON JENNIFER TRACEY | CHIEF COMPLIANCE OFFICER | — |
| STEINER WILLIAM NICHOLAS | CHIEF COMPLIANCE OFFICER AND COUNSEL | — |
| JESSE JAMES WILLIAM | PRESIDENT | — |
| Makan Diksha | TRUSTEE | — |
| Katherine Healy Dougan | CHIEF FINANCIAL OFFICER | — |
| Matthew C Jacobson | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159198/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159198/similar
- Related entities: https://search.stillhousedata.com/firm/159198/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159198

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.