ICONIQ Capital

ICONIQ Capital

ICONIQ Capital, LLC is a global investment firm and multi-family office headquartered in San Francisco, California. Founded in 2011, the firm provides comprehensive investment advisory, family office, growth equity, real assets, and impact services primarily to ultra-high-net-worth individuals, families, and institutions, with deep roots in technology and entrepreneurship communities (per official website). It manages over $100 billion in assets under management (per www.iconiq.com). Regulatory assets under management total approximately $117.5 billion per the firm's most recent SEC Form ADV filing (CRD #159198; aggregators citing Item 5 data as of filings through early 2026, including ~$85.8 billion discretionary and ~$31.7 billion non-discretionary). ICONIQ operates investment management for client portfolios, sponsors private funds via its ICONIQ Growth platform, invests in technology infrastructure and real assets, and advances collaborative philanthropy through ICONIQ Impact. Services include discretionary and non-discretionary advice, asset allocation, and third-party manager selection (per Form CRS dated March 26, 2026). The firm maintains offices in San Francisco, Palo Alto, New York, London, and Singapore. As an SEC-registered investment adviser, it emphasizes long-term relationships and community-driven opportunities for clients and portfolio companies.