Divesh Kanthylal Makan

Iconiq Capital, LLC

17 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Iconiq Capital, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

72 advisors

Number of Clients

791 clients

Average Client Portfolio

$120.2M average

Assets Under Management

$95.1B

Fee Structure

Minimum Investment:$25M

Financial Planning:Investment management only

Location

50 Beale St., Ste 2300, San Francisco, CA, 94105

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History

Regulatory History (1)

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Customer Dispute

March 2008

Closed-No Action

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Employment History

Current Registrations

Iconiq Capital, LLC

December 2011 - Present · 14 yrs 2 mos

Previous Registrations

Morgan Stanley Smith Barney LLC

June 2009 - December 2011 · 2 yrs 6 mos

Morgan Stanley & CO. Incorporated

December 2008 - June 2009 · 6 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.