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ICONIQ CAPITAL, LLC

SEC Form ADV profile.

Total regulatory AUM
$117,526,862,202
Discretionary
$85,817,396,661
Non-discretionary
$31,709,465,541

Firm details

CRD number
159198
SEC file number
801-72878
Main office
SAN FRANCISCO, CA, United States
Employees
513
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Performance-based

As of October 2026.