Iconiq Capital, LLC

California
Registered In
12/02/2011
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Iconiq Capital, LLC at 50 Beale ST STE 2300, San Francisco, Ca 94105 lists Iconiq Capital Group, Lp of San Francisco, CA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

Jason Craig Individual Agent
50 BEALE ST STE 2300, SAN FRANCISCO, CA 94105 (View Past Addresses)
Iconiq Capital Group, Lp Manager
50 BEALE ST STE 2300, SAN FRANCISCO, CA 94105 (View Past Addresses)
Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history

Map & Locations

50 BEALE ST STE 2300, SAN FRANCISCO, CA 94105 View Map
Showing current addresses only (1 of 3 total addresses). Create a free account to see the full address history

Financials

Financial Information for Iconiq Capital, LLC

Form 5500

ICONIQ CAPITAL, LLC

50 Beale Street Suite 2300, San Francisco, Ca 94105 (415) 967-7763 EIN:45-3711766 Plan Admin:Roudi Pezeshkian
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY430 / 0 Assets BOY/EOY$0 / $0 2023 ICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN - Plan #501 430 / 0 $0 / $0
2023 Plan NameICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN Plan #502 Participants BOY/EOY239 / 0 Assets BOY/EOY$0 / $0 2023 ICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN - Plan #502 239 / 0 $0 / $0
2022 Plan NameICONIQ CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY511 / 608 Assets BOY/EOY$41,806,732 / $43,625,558 2022 ICONIQ CAPITAL 401(K) PLAN - Plan #001 511 / 608 $41,806,732 / $43,625,558
2022 Plan NameICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN Plan #502 Participants BOY/EOY239 / 0 Assets BOY/EOY$0 / $0 2022 ICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN - Plan #502 239 / 0 $0 / $0
2022 Plan NameICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY357 / 0 Assets BOY/EOY$0 / $0 2022 ICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN - Plan #501 357 / 0 $0 / $0
2021 Plan NameICONIQ CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY391 / 502 Assets BOY/EOY$29,511,762 / $41,806,732 2021 ICONIQ CAPITAL 401(K) PLAN - Plan #001 391 / 502 $29,511,762 / $41,806,732
2021 Plan NameICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN Plan #502 Participants BOY/EOY165 / 0 Assets BOY/EOY$0 / $0 2021 ICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN - Plan #502 165 / 0 $0 / $0
2021 Plan NameICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY267 / 0 Assets BOY/EOY$0 / $0 2021 ICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN - Plan #501 267 / 0 $0 / $0
2020 Plan NameICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY247 / 0 Assets BOY/EOY$0 / $0 2020 ICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN - Plan #501 247 / 0 $0 / $0
2020 Plan NameICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN Plan #502 Participants BOY/EOY148 / 0 Assets BOY/EOY$0 / $0 2020 ICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN - Plan #502 148 / 0 $0 / $0
2019 Plan NameICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN Plan #502 Participants BOY/EOY116 / 0 Assets BOY/EOY$0 / $0 2019 ICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN - Plan #502 116 / 0 $0 / $0
2019 Plan NameICONIQ CAPITAL, LLC HEALTH & WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY237 / 0 Assets BOY/EOY$0 / $0 2019 ICONIQ CAPITAL, LLC HEALTH & WELFARE BENEFIT PLAN - Plan #501 237 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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