ICONIQ CAPITAL, LLC
CRD #159198 SEC #801-72878 SAN FRANCISCO, CA 415-967-7763
SEC Registered Private Funds
Total AUM
$95.1B
Discretionary
$71.3B
Employees
463
Clients
0
Accounts
1,537
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $95.1B | $71.3B | $23.7B | 463 | 0 |
| Mar 2025 | $95.1B | $71.3B | $23.7B | 463 | 0 |
| Oct 2024 | $84.2B | $64.4B | $19.8B | 451 | 0 |
| Oct 2024 | $84.2B | $64.4B | $19.8B | 451 | 0 |
| Jul 2024 | $84.2B | $64.4B | $19.8B | 451 | 0 |
| Mar 2024 | $84.2B | $64.4B | $19.8B | 451 | 0 |
| Nov 2023 | $77.2B | $61.5B | $15.8B | 452 | 0 |
| Jul 2023 | $77.2B | $61.5B | $15.8B | 452 | 0 |
| Jun 2023 | $77.2B | $61.5B | $15.8B | 452 | 0 |
| Mar 2023 | $77.2B | $61.5B | $15.8B | 452 | 0 |
| Aug 2022 | $89.1B | $76.1B | $13B | 378 | 0 |
| Apr 2022 | $89.1B | $76.1B | $13B | 378 | 0 |
| Mar 2022 | $89.1B | $76.1B | $13B | 378 | 0 |
| Dec 2021 | $60.5B | $44.4B | $16.1B | 293 | 0 |
| Mar 2021 | $60.5B | $44.4B | $16.1B | 293 | 0 |
| Nov 2020 | $39.6B | $22.2B | $17.5B | 260 | 0 |
| Jun 2020 | $39.6B | $22.2B | $17.5B | 260 | 0 |
| Apr 2020 | $42.5B | $23.6B | $18.8B | 260 | 0 |
| Mar 2020 | $42.5B | $23.6B | $18.8B | 260 | 0 |
| Mar 2020 | $32.7B | $13.9B | $18.8B | 240 | 0 |
| Jul 2019 | $32.7B | $13.9B | $18.8B | 240 | 0 |
| Apr 2019 | $32.7B | $13.9B | $18.8B | 240 | 0 |
| Mar 2019 | $32.7B | $13.9B | $18.8B | 240 | 0 |
| May 2018 | $27.6B | $12.3B | $15.4B | 188 | 0 |
| Apr 2018 | $27.6B | $12.3B | $15.4B | 188 | 0 |
| Mar 2018 | $27.6B | $12.3B | $15.4B | 188 | 0 |
| Sep 2017 | $20.5B | $7B | $13.5B | 138 | 300 |
| May 2017 | $20.5B | $7B | $13.5B | 138 | 300 |
| Mar 2017 | $20.5B | $7B | $13.5B | 138 | 300 |
| Mar 2017 | $20.5B | $7B | $13.5B | 138 | 300 |
| Jul 2016 | $16.7B | $4.8B | $11.9B | 100 | 300 |
| Apr 2016 | $16.7B | $4.8B | $11.9B | 100 | 300 |
| Mar 2016 | $16.7B | $4.8B | $11.9B | 100 | 300 |
| Apr 2015 | $12.5B | $3.4B | $9.1B | 75 | 300 |
| Apr 2015 | $12.5B | $3.4B | $9.1B | 75 | 300 |
| Mar 2015 | $12.5B | $3.4B | $9.1B | 75 | 300 |
| Sep 2014 | $7.6B | $1.4B | $6.2B | 55 | 300 |
| Aug 2014 | $7.6B | $1.4B | $6.2B | 55 | 300 |
| Jun 2014 | $7.6B | $1.4B | $6.2B | 55 | 300 |
| May 2014 | $7.6B | $1.4B | $6.2B | 55 | 300 |
| Apr 2014 | $7.6B | $1.4B | $6.2B | 55 | 300 |
| Apr 2014 | $7.6B | $1.4B | $6.2B | 55 | 300 |
| Apr 2014 | $7.6B | $1.4B | $6.2B | 55 | 300 |
| Mar 2014 | $7.6B | $1.4B | $6.2B | 55 | 300 |
| Dec 2013 | $5B | $752.7M | $4.2B | 31 | 200 |
| Jul 2013 | $5B | $752.7M | $4.2B | 31 | 200 |
| May 2013 | $5B | $752.7M | $4.2B | 31 | 200 |
| Apr 2013 | $5B | $752.7M | $4.2B | 31 | 200 |
| Jun 2012 | $1.6B | $168M | $1.4B | 1 | 26 |
| Jun 2012 | $1.6B | $168M | $1.4B | 1 | 26 |
| Mar 2012 | $1.6B | $168M | $1.4B | 1 | 26 |
| Jan 2012 | $0 | $0 | $0 | 1 | 0 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$95.1B
Discretionary$71.3B
Non-Disc.$23.7B
Employees463
Clients0
DateMar 2025
Total AUM$95.1B
Discretionary$71.3B
Non-Disc.$23.7B
Employees463
Clients0
DateOct 2024
Total AUM$84.2B
Discretionary$64.4B
Non-Disc.$19.8B
Employees451
Clients0
DateOct 2024
Total AUM$84.2B
Discretionary$64.4B
Non-Disc.$19.8B
Employees451
Clients0
DateJul 2024
Total AUM$84.2B
Discretionary$64.4B
Non-Disc.$19.8B
Employees451
Clients0
DateMar 2024
Total AUM$84.2B
Discretionary$64.4B
Non-Disc.$19.8B
Employees451
Clients0
DateNov 2023
Total AUM$77.2B
Discretionary$61.5B
Non-Disc.$15.8B
Employees452
Clients0
DateJul 2023
Total AUM$77.2B
Discretionary$61.5B
Non-Disc.$15.8B
Employees452
Clients0
DateJun 2023
Total AUM$77.2B
Discretionary$61.5B
Non-Disc.$15.8B
Employees452
Clients0
DateMar 2023
Total AUM$77.2B
Discretionary$61.5B
Non-Disc.$15.8B
Employees452
Clients0
DateAug 2022
Total AUM$89.1B
Discretionary$76.1B
Non-Disc.$13B
Employees378
Clients0
DateApr 2022
Total AUM$89.1B
Discretionary$76.1B
Non-Disc.$13B
Employees378
Clients0
DateMar 2022
Total AUM$89.1B
Discretionary$76.1B
Non-Disc.$13B
Employees378
Clients0
DateDec 2021
Total AUM$60.5B
Discretionary$44.4B
Non-Disc.$16.1B
Employees293
Clients0
DateMar 2021
Total AUM$60.5B
Discretionary$44.4B
Non-Disc.$16.1B
Employees293
Clients0
DateNov 2020
Total AUM$39.6B
Discretionary$22.2B
Non-Disc.$17.5B
Employees260
Clients0
DateJun 2020
Total AUM$39.6B
Discretionary$22.2B
Non-Disc.$17.5B
Employees260
Clients0
DateApr 2020
Total AUM$42.5B
Discretionary$23.6B
Non-Disc.$18.8B
Employees260
Clients0
DateMar 2020
Total AUM$42.5B
Discretionary$23.6B
Non-Disc.$18.8B
Employees260
Clients0
DateMar 2020
Total AUM$32.7B
Discretionary$13.9B
Non-Disc.$18.8B
Employees240
Clients0
DateJul 2019
Total AUM$32.7B
Discretionary$13.9B
Non-Disc.$18.8B
Employees240
Clients0
DateApr 2019
Total AUM$32.7B
Discretionary$13.9B
Non-Disc.$18.8B
Employees240
Clients0
DateMar 2019
Total AUM$32.7B
Discretionary$13.9B
Non-Disc.$18.8B
Employees240
Clients0
DateMay 2018
Total AUM$27.6B
Discretionary$12.3B
Non-Disc.$15.4B
Employees188
Clients0
DateApr 2018
Total AUM$27.6B
Discretionary$12.3B
Non-Disc.$15.4B
Employees188
Clients0
DateMar 2018
Total AUM$27.6B
Discretionary$12.3B
Non-Disc.$15.4B
Employees188
Clients0
DateSep 2017
Total AUM$20.5B
Discretionary$7B
Non-Disc.$13.5B
Employees138
Clients300
DateMay 2017
Total AUM$20.5B
Discretionary$7B
Non-Disc.$13.5B
Employees138
Clients300
DateMar 2017
Total AUM$20.5B
Discretionary$7B
Non-Disc.$13.5B
Employees138
Clients300
DateMar 2017
Total AUM$20.5B
Discretionary$7B
Non-Disc.$13.5B
Employees138
Clients300
DateJul 2016
Total AUM$16.7B
Discretionary$4.8B
Non-Disc.$11.9B
Employees100
Clients300
DateApr 2016
Total AUM$16.7B
Discretionary$4.8B
Non-Disc.$11.9B
Employees100
Clients300
DateMar 2016
Total AUM$16.7B
Discretionary$4.8B
Non-Disc.$11.9B
Employees100
Clients300
DateApr 2015
Total AUM$12.5B
Discretionary$3.4B
Non-Disc.$9.1B
Employees75
Clients300
DateApr 2015
Total AUM$12.5B
Discretionary$3.4B
Non-Disc.$9.1B
Employees75
Clients300
DateMar 2015
Total AUM$12.5B
Discretionary$3.4B
Non-Disc.$9.1B
Employees75
Clients300
DateSep 2014
Total AUM$7.6B
Discretionary$1.4B
Non-Disc.$6.2B
Employees55
Clients300
DateAug 2014
Total AUM$7.6B
Discretionary$1.4B
Non-Disc.$6.2B
Employees55
Clients300
DateJun 2014
Total AUM$7.6B
Discretionary$1.4B
Non-Disc.$6.2B
Employees55
Clients300
DateMay 2014
Total AUM$7.6B
Discretionary$1.4B
Non-Disc.$6.2B
Employees55
Clients300
DateApr 2014
Total AUM$7.6B
Discretionary$1.4B
Non-Disc.$6.2B
Employees55
Clients300
DateApr 2014
Total AUM$7.6B
Discretionary$1.4B
Non-Disc.$6.2B
Employees55
Clients300
DateApr 2014
Total AUM$7.6B
Discretionary$1.4B
Non-Disc.$6.2B
Employees55
Clients300
DateMar 2014
Total AUM$7.6B
Discretionary$1.4B
Non-Disc.$6.2B
Employees55
Clients300
DateDec 2013
Total AUM$5B
Discretionary$752.7M
Non-Disc.$4.2B
Employees31
Clients200
DateJul 2013
Total AUM$5B
Discretionary$752.7M
Non-Disc.$4.2B
Employees31
Clients200
DateMay 2013
Total AUM$5B
Discretionary$752.7M
Non-Disc.$4.2B
Employees31
Clients200
DateApr 2013
Total AUM$5B
Discretionary$752.7M
Non-Disc.$4.2B
Employees31
Clients200
DateJun 2012
Total AUM$1.6B
Discretionary$168M
Non-Disc.$1.4B
Employees1
Clients26
DateJun 2012
Total AUM$1.6B
Discretionary$168M
Non-Disc.$1.4B
Employees1
Clients26
DateMar 2012
Total AUM$1.6B
Discretionary$168M
Non-Disc.$1.4B
Employees1
Clients26
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--