Iconiq Capital LLC

Iconiq Capital LLC, also known as ICONIQ CAPITAL, LLC, is a Delaware-based Limited Liability Company with 240 employees, including 74 in advisory positions. Though the number of clients they offer services to is not disclosed, their SEC status reported that they are approved and registered since December 1, 2011.

• DIVESH KANTHYLAL MAKAN

  PARTNER owns less than 5%

• ICONIQ CAPITAL GROUP, L.P.

  SOLE MEMBER owns 75% or more

• JAMES WILLIAM JESSE

  PRESIDENT owns less than 5%

• JED A CLARK

  CHIEF COMPLIANCE OFFICER AND COUNSEL owns less than 5%

• KEVIN NOEL FOSTER

  MANAGING DIRECTOR owns less than 5%

• LOUIS THORNE

  CHIEF OPERATING OFFICER owns less than 5%

• MICHAEL THOMAS ANDERS

  PARTNER owns less than 5%

• WILLIAM JOHN GRIFFITH

  PARTNER owns less than 5%

• WILLIAM NICHOLAS STEINER

  CHIEF COMPLIANCE OFFICER AND COUNSEL owns less than 5%

• DIVESH KANTHYLAL MAKAN

  LIMITED PARTNER owns more than 50% but less than 75%

• DIVESH KANTHYLAL MAKAN

  SOLE MEMBER owns 75% or more

• ICONIQ CAPITAL GROUP GP, LLC

  GENERAL PARTNER

• FIRST REPUBLIC BANK
  United States
• NATIONAL FINANCIAL SERVICES LLC
  United States
• NATIONAL FINANCIAL SERVICES LLC
  United States

• New Forests Inc
• Alambic Investment Management LP
• Matthews International Capital Management LLC
• Saxon Securities LLC
• Charles Schwab & Co Inc
• ABD Retirement Services Inc
• Caerus Investment Advisors LLC
• Arcline Investment Management LP
• VIEW Ridge Capital Management LP
• Horsley Bridge Partners LLC

• ICONIQ Capital's Recent 13F Filings: Notable Changes in Holdings for Q3 and Q4 2022
• Zuckerberg reportedly hiring someone to invest $10 billion philanthropy fund

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