Role at Iconiq Capital
- Title on Schedule A
- Partner
- Control
- Divesh Makan is a control person of Iconiq Capital.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Divesh Makan has held the filed role since November 2011.
The firm
Form ADV filed 12 August 2026
Career on record
Divesh Makan has been registered through Iconiq Capital since December 2011, and before that through Morgan Stanley & Co. Incorporated.
- Iconiq Capital, LLCCurrent– present · 15 yearsSan Francisco, CA · Adviser representative · Firm CRD 159198
- Morgan Stanley Smith Barney LLC– · 3 yearsSan Francisco, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearSan Francisco, CA · Adviser representative · Firm CRD 8209
- Passed Series 66, Series 7 and Series 3 · 2001
Registrations and exams
Divesh Makan has a current investment-adviser registration in California and Texas and has passed 3 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 1 December 2011 |
| Texas | Investment adviser representative | Approved, resident | 1 December 2011 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 September 2001 |
| Series 3 | National Commodity Futures Examination | 22 October 2001 |
| Series 7 | General Securities Representative Examination | 17 October 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Divesh Kanthylal Makan
- CRD
- 4447669
- Registration status
- Investment adviser registration
- Office
- 50 BEALE ST., STE 2300, San Francisco, CA 94105
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Divesh Makan work?
Divesh Makan has been Partner of Iconiq Capital, LLC since November 2011, and is a control person of the firm.
Is Divesh Makan a financial advisor?
Yes. Divesh Makan has a current investment-adviser registration in California and Texas, through Iconiq Capital since December 2011, as of 17 October 2026.
How many years of experience does Divesh Makan have?
Divesh Makan has worked in the financial industry for 17 years as of 17 October 2026, counted from 30 November 2008, across 3 adviser firms.
What exams has Divesh Makan passed?
Divesh Makan has passed 3 licensing exams: the Series 66, Series 7 and Series 3. The earliest, the Series 66, was passed in September 2001.
Where did Divesh Makan work before Iconiq Capital?
Before Iconiq Capital, Divesh Makan was registered through Morgan Stanley & Co. Incorporated, December 2008 to June 2009.
Where is Divesh Makan based?
Divesh Makan’s registered office is in San Francisco, CA.
Leadership at Iconiq Capital
- Katherine DouganChief Financial Officer
- Louis ThorneChief Operating Officer
- Jason CraigChief Compliance Officer and Senior Counsel
- Michael AndersPartner
- Kevin FosterManaging Director
- William GriffithPartner
- Matthew JacobsonPartner