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Iconiq Capital, LLC

Multifamily office listing in San Francisco, California, United States.

  • SEC-registered
Regulatory AUM
$117.5 billion
Employees
513
Clients
0
SEC CRD
159198

ICONIQ Capital, LLC is a global investment firm serving influential families and mission-driven institutions through investment management, venture and growth investing, impact initiatives, and real assets.1

Overview

ICONIQ reports more than $100 billion in assets under management. The firm states that its figures include net asset value plus uncalled capital commitments and are approximate, unaudited, and subject to change.2

Its investment-management clients include influential families and mission-driven institutions. ICONIQ seeks to deliver investment portfolios, manage select clients’ lives and legacies, partner with founders from inception to IPO and beyond, support collaborative philanthropy, and invest where technology disruption creates scalable opportunities.3

History and Registration

ICONIQ Capital, LLC has been SEC-approved as an investment adviser since December 1, 2011, under SEC file number 801-72878 and CRD number 159198.4

The firm’s current website lists offices in San Francisco, London, Palo Alto, Singapore, and New York.5

Leadership

Divesh Makan is a Partner and one of ICONIQ’s founding partners. Matt Jacobson and Will Griffith are Partners, while Murali Joshi is a General Partner.6

Services

ICONIQ’s investment platform includes investment management, venture and growth investing, impact initiatives, and real assets. Its Venture & Growth platform supports portfolio companies with commercial introductions, executive hiring, strategic and operating analysis, and community events.7

ICONIQ Impact is the firm’s collaborative philanthropy platform.8

What the firm offers

  • Investment management
  • Philanthropy
  • Private and alternative investments

Client Focus

The firm works with influential families and mission-driven institutions through its investment-management activities. It also partners with founders from inception to IPO and beyond, combining investment support with commercial, executive, strategic, and operating resources.9

Approach

ICONIQ describes its philosophy as building meaningful relationships through authenticity, integrity, and attentive care. Its approach combines long-term client relationships, founder support, collaborative philanthropy, and investment in technology-enabled opportunities.10

Assets

ICONIQ reports more than $100 billion in assets under management.11

By the numbers

Regulatory AUM by year$0K$32.3B$64.6B$97.0B$129.3B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159198. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$16.7 billion$4.8 billion$11.9 billion
2017$20.5 billion$7.0 billion$13.5 billion
2018$27.6 billion$12.3 billion$15.4 billion
2019$32.7 billion$13.9 billion$18.8 billion
2020$39.6 billion$22.2 billion$17.5 billion
2021$60.5 billion$44.4 billion$16.1 billion
2022$89.1 billion$76.1 billion$13.0 billion
2023$77.2 billion$61.5 billion$15.8 billion
2025$95.1 billion$71.3 billion$23.7 billion
2026$117.5 billion$85.8 billion$31.7 billion
Average AUM per client by year$0K$39M$78M$117M$156M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159198. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$58 million
2019$79 million
2020$88 million
2021$120 million
2022$142 million
2023$117 million
2025$120 million
2026$139 million
Clients by type (2026)High net worth individuals380Pooled investment vehicles353Charities113
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159198. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals<5
High net worth individuals380
Banking institutions<5
Pooled investment vehicles353
Pension plans<5
Charities113
Government entities<5
Other advisers<5
Insurance companies<5
Sovereign wealth funds<5
Corporations<5
Other<5
Employees by year01412824235642016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159198. As of .
Employees reported on Form ADV
YearEmployees
2016100
2017138
2018188
2019240
2020260
2021293
2022378
2023452
2025463
2026513

Ranks #1 of 22 SEC-registered firms in CA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 159198. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

Who does ICONIQ Capital serve?

ICONIQ serves influential families and mission-driven institutions through its investment-management platform.12

What does ICONIQ’s Venture & Growth platform provide?

The platform supports portfolio companies with commercial introductions, executive hiring, strategic and operating analysis, and community events.13

Where does ICONIQ Capital operate?

ICONIQ lists offices in San Francisco, London, Palo Alto, Singapore, and New York.14

  • LocationMultifamily offices in San Francisco

    This San Francisco directory helps readers place ICONIQ Capital, LLC within a regional network of multifamily offices and related advisory firms. It can support early research into local options for investment management, private investments, philanthropy, and real assets when a family or business owner wants a firm serving complex needs.

  • Network siteCorporateVentureCapital.com

    CorporateVentureCapital.com provides a directory for comparing corporate venture capital firms and their investment interests. Readers considering ICONIQ Capital, LLC's venture and growth investing services can use it to understand how corporate investors differ in mandate, sector focus, institutional ties, and potential fit for a family or mission-driven institution.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and a community centered on single family offices and wealthy families. A prospective client can use those materials to clarify family governance, investment oversight, philanthropy, and private investment priorities before speaking with a firm such as ICONIQ Capital, LLC about serving family or institutional needs.

  • GuideQuestions to ask a multifamily office

    This question guide gives families and business owners a practical structure for evaluating a multifamily office. Its prompts can help readers discuss investment management, alternative investments, philanthropy, reporting, decision-making, and service scope with ICONIQ Capital, LLC or other firms serving wealthy families and mission-driven institutions.

  • Similar firmsAG Asset Advisory, LLC
    Andina Capital Management, LLC
    Catalyst Family Office

    Profiles for AG Asset Advisory, LLC, Andina Capital Management, LLC, and Catalyst Family Office give readers additional firms to review on this site. Comparing their stated services, client focus, and location with ICONIQ Capital, LLC can help a family or business owner frame priorities for investment management, private investments, and philanthropy.

Sources

  1. https://www.iconiq.com/
  2. https://www.iconiq.com/index.html
  3. https://adviserinfo.sec.gov/firm/summary/159198
  4. https://www.iconiq.com/news/iconiq-profile-sneha-rana
  5. https://www.iconiq.com/growth/insights/deepening-our-partnership-with-anthropic-the-claude-moment-for-ai
  6. https://www.iconiq.com/growth/approach
  7. https://www.iconiq.com/impact/insight/boys-men-co-lab-to-advance-u-s-boys-and-mens-wellbeing
  8. https://www.iconiq.com/news/iconiq-remembers-david-bonderman-1942-2024

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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