DM

Divesh Kanthylal Makan

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
72 advisors
Number of Clients
791 clients
Average Client Portfolio
$120.2M average
Assets Under Management
$95.1B

Fee Structure

Managed Account Clients' advisory fees are negotiated and can range up to 1.5% of assets under management. Some clients pay incentive or performance fees. Some clients have individually-negotiated flat fee structures. Clients investing in ICONIQ Private Funds pay additional fees assessed by those funds, potentially resulting in multiple layers of fees. Administration fees may also be charged. Advisory fees may be modified with notice.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

50 Beale St., Ste 2300, San Francisco, CA, 94105

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Closed-No Action
Employment History
Current Registrations
Iconiq Capital, LLC
December 2011 - Present · 14 yrs 1 mo
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - December 2011 · 2 yrs 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.