Iconiq Capital, LLC

Overview

Iconiq Capital, LLC is an SEC registered investment adviser based in San Francisco, CA, registered since 2011. It reports $118B in assets under management across 1,651 accounts, with 513 employees. It has 87 investment adviser representatives.

Reported AUM

$118B

Discretionary

73%

Accounts

1,651

Average account

$71.2M

Employees

513

Advisory reps

87

Registered since

2011

Jurisdictions

4

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 8

• Kevin Noel Foster Managing Director CRD 4816072
• Jason Brian Craig Chief Compliance Officer, Counsel CRD 5063852
• Katherine Healy Dougan Chief Financial Officer CRD 5253904

5 more executive officers, with direct contact details

Advisory reps 3 of 87

• Tanya Agarwal Investment Adviser Rep CRD 7931447
• Molly M Ahrabian Investment Adviser Rep CRD 5900852
• Michael Thomas Anders Investment Adviser Rep CRD 4661709

84 more advisory reps, with emails, phones and branch locations

Location

Headquarters

50 Beale St Ste 2300
San Francisco, CA 94105

County

San Francisco

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: iconiqcapital.com

Every state, with registration dates

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