{"url":"https://nivawealth.com/firms/iconiq-capital-159198","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159198","regulatoryAum":117526862202,"crd":"159198","secFileNumber":"801-72878","legalName":"Iconiq Capital, LLC","displayName":"Iconiq Capital","website":"http://www.iconiqcapital.com","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"50 Beale ST., Ste 2300","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94105"},"tradeNames":["Iconiq Capital","Iconiq Capital Group","Iconiq Strategic Management","Iconiq Strategic Partners"],"registration":{"secApproved":"1 December 2011","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":513,"advisory":158,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":85817396661,"discretionaryAccounts":698,"nonDiscretionary":31709465541,"nonDiscretionaryAccounts":953,"wrapProgram":null,"nonUsClientsPct":8,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":380,"regulatoryAum":10772012501},{"label":"Pooled investment vehicles","clients":353,"regulatoryAum":82645524930},{"label":"Charitable organizations","clients":113,"regulatoryAum":24109324771}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":10936958105},{"name":"Citigroup Global Markets Inc.","shortName":"Citigroup Global Markets","location":"New York, NY","smaAssets":1781590960},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":31037265}],"custodyNote":"Iconiq Capital has custody of $37.65B for 446 clients.","otherCustodians":[],"leadership":[{"name":"Katherine Dougan","title":"Chief Financial Officer","crd":"5253904"},{"name":"Louis Thorne","title":"Chief Operating Officer","crd":"6324721"},{"name":"Jason Craig","title":"Chief Compliance Officer and Senior Counsel","crd":"5063852"},{"name":"Michael Anders","title":"Partner","crd":"4661709"},{"name":"Kevin Foster","title":"Managing Director","crd":"4816072"},{"name":"William Griffith","title":"Partner","crd":"2378855"},{"name":"Matthew Jacobson","title":"Partner","crd":"5205551"},{"name":"Divesh Makan","title":"Partner","crd":"4447669"}],"ownership":[{"label":"Iconiq Capital Group, L.P.","detail":"Sole member in the 75% or more ownership band and a control person, since December 2011."},{"label":"Iconiq Capital Group GP, LLC","detail":"Indirect owner: general partner of Iconiq Management Holdings, LP and a control person, since October 2020. Also general partner of Iconiq Feeder, LP and a control person, since October 2020. Also general partner of Iconiq Capital Group, L.P. and a control person, since December 2013.","parent":"Iconiq Management Holdings, LP"},{"label":"Divesh Makan","detail":"Indirect owner: a sole member of Iconiq Capital Group GP, LLC in the 75% or more band and a control person, since December 2013. Also trustee of Makan Family Trust DTD 10/10/05 and a control person, since October 2020.","parent":"Iconiq Capital Group GP, LLC"},{"label":"Iconiq Management Holdings, LP","detail":"Indirect owner: a limited partner of Iconiq Capital Group, L.P. in the 75% or more band and a control person, since October 2020.","parent":"Iconiq Capital Group, L.P."},{"label":"Iconiq Feeder, LP","detail":"Indirect owner: a limited partner of Iconiq Management Holdings, LP in the 75% or more band and a control person, since October 2020.","parent":"Iconiq Management Holdings, LP"},{"label":"Makan Family Trust DTD 10/10/05","detail":"Indirect owner: a limited partner of Iconiq Feeder, LP in the 50% to 75% band and a control person, since October 2020.","parent":"Iconiq Feeder, LP"},{"label":"Diksha Makan","detail":"Indirect owner: trustee of Makan Family Trust DTD 10/10/05 and a control person, since October 2020.","parent":"Makan Family Trust DTD 10/10/05"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"50 Beale ST., Ste 2300","city":"San Francisco","headquarters":true},{"street":"228 Hamilton Avenue","city":"Palo Alto"}]},{"state":"New York","offices":1,"addresses":[{"street":"360 Park Ave South","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-967-7763","stateRegisteredReps":81,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":62},{"label":"Non-exchange-traded equity securities","percent":8},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":14},{"label":"Sovereign bonds","percent":6},{"label":"Investment grade corporate bonds","percent":8},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Other","percent":1,"detail":"Structured Finance Instruments"}],"privateFunds":351},"sources":{"adv1FilingDate":"12 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159198/PDF/159198.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Iconiq Capital have?","answer":"Iconiq Capital has 846 clients and manages $117.5 billion for them, as of August 2026. They include 380 high-net-worth individuals, 353 pooled investment vehicles and 113 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Iconiq Capital offer?","answer":"Iconiq Capital provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Iconiq Capital use?","answer":"Iconiq Capital’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $10,936,958,105, Citigroup Global Markets Inc. (New York, NY), with $1,781,590,960 and Charles Schwab & Co., Inc. (Westlake, TX), with $31,037,265. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Iconiq Capital have?","answer":"Iconiq Capital has 81 investment adviser representatives registered with state securities authorities, out of 513 employees, and 158 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Iconiq Capital invest in?","answer":"At the end of its last fiscal year, Iconiq Capital’s separately managed accounts held 62% exchange-traded equities, 14% state and local bonds, 8% non-exchange-traded equities, 8% investment grade corporate bonds, 6% sovereign bonds, 1% U.S. government and agency bonds, 1% registered funds (mutual funds, ETFs, BDCs) and 1% structured finance instruments. It advises 351 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Iconiq Capital?","answer":"Iconiq Capital is owned through a chain of holding companies by Divesh Makan. Its direct owner is Iconiq Capital Group, L.P. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Iconiq Capital get paid?","answer":"Iconiq Capital is paid through a percentage of assets under management, fixed fees and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}