Iconiq Capital, LLC
Assets Under Management
$95.1B
Number of Clients
791
Number of Advisors
72
Average Client AUM
$120.2M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ICONIQ Capital provides investment advisory and family office services to high-net-worth individuals, families, foundations, and institutions. They recommend allocations among asset classes, including investments in ICONIQ Private Funds, External Funds, and arrangements with External Portfolio Managers. They also manage direct investments in technology growth equity, venture capital, and real estate.
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
Location
50 Beale St., Ste 2300, San Francisco, CA, 94105