#MICHAEL ANDERS ICONIQ REGISTRATION#
#MICHAEL ANDERS ICONIQ PROFESSIONAL#
#MICHAEL ANDERS ICONIQ SERIES#

PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. HUTCHINSON/IFRAH FINANCIAL SERVICES, INC. SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.ĬHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICERįOLGER NOLAN FLEMING DOUGLAS INCORPORATED SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

#MICHAEL ANDERS ICONIQ PROFESSIONAL#

Anders was an Investment Banking Professional of The Goldman Sachs Group, Inc., and Morgan Stanley. LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC Michael Anders is the Founder of ICONIQ Capital, LLC. Total Number of clients from related persons: Percentage of assets under management,Fixed fees,Performance-based feesĪmount of client funds and securities by related persons:

#MICHAEL ANDERS ICONIQ REGISTRATION#

Professional Investment Advisor Data SEC Registration as :Ĭommodity pool operator or commodity trading advisor View Last Form Adv Compilation Report on Record ICONIQ CAPITAL, LLC Classified as Hedge Fund 394 PACIFIC AVENUE 2ND FLOOR SAN FRANCISCO CA 94111 Country: United States 'Tiger hedge fund family backs Uber for $100B-plus IPO'.

^ 'Cloud data warehouse startup Snowflake raises $100 million led by Iconiq'.

'Robinhood, at the heart of retail trading frenzy, files for own IPO'.

^ '4 men who came to participate in ONE Championship MMA event test positive for COVID-19'.

^ 'Secondhand car auction platform Motorway hits unicorn status after $190M raise with Index, ICONIQ'.

#MICHAEL ANDERS ICONIQ SERIES#

^ 'Modern Meadow Raises $10 Million in Series A Funding by Staff'.^ 'Jessica Alba's The Honest Company Valued at Nearly $1 Billion Two Years After Its Launch'.'Guild Education Raises $157M in Series D Funding'. 'Iconiq Co-Founder Starts Rival Wealth Firm, Swipes at Conflicts'. 'Zuckerberg's Wealth Manager Wants to Be a Buyout Shop'. ^ a b Das, Juliet Chung and Anupreeta ().'This Adviser Enjoys Friends in High Places'. 'Wealth Manager Iconiq, Known for Silicon Valley Ties, Widens Real-Estate Holdings'. ^ a b c d e f 'How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street'.'The Spider Of Silicon Valley: Inside 'Zuck & Friends' Secret Billionaire Fund'. Notable high net worth clients Īccording to Forbes and Business insider, ICONIQ Capital has served the following high net worth clients: In a written statement, the firm stated that only a small amount of money from its family office clients are allocated into its investment funds, and that any such allocations will always be at the client's discretion. Iconiq manages direct investments with a focus on growth equity, venture capital, middle-market buyouts and real estate. ICONIQ Capital has a hybrid operational structure ostensibly designed to reduce conflict of interest between its wealth management businesses and its investment businesses. Divesh Makan and Michael Anders, ex-colleagues from Morgan Stanley and Goldman Sachs, and Will Griffith of Technology Crossover Ventures, along with Boeding co-founded Iconiq in 2011. Its investment business serves institutional clients such as the pension fund, CPP Investment Board.

However, it later expanded into investments related to private equity and real estate.

Previously, it focused only on venture capital investments in startups. The firm also functions as an investment firm. Many of the firm's clients are involved in the Silicon Valley technology scene as well as Hollywood. ICONIQ Capital is most notable for providing family office services for high net worth clients.

In 2020, Dyal Capital Partners acquired a 6% stake in ICONIQ Capital. In 2018, co-founder Chad Boeding left ICONIQ Capital to form his own firm, Epiq Capital. Previously, Griffith was a partner at TCV. In 2012, Will Griffith joined ICONIQ Capital and became a founder of ICONIQ Strategic Partners, which would become the investment arm of the firm. This was close to the date of the Initial public offering of Facebook which the firm was also involved in. In 2011, Makan and his team left Morgan Stanley to set up ICONIQ Capital to serve as wealth advisors to their clients independently with more autonomy. ĭuring his time at both Morgan Stanley and Goldman Sachs, Makan and his team had disagreements with higher ups at both firms due to firm restrictions as well as pressure to sell certain financial products. In 2004, Makan met Mark Zuckerberg as one of his clients, which would later help him meet other key members affiliated with Facebook such as Sheryl Sandberg and Dustin Moskovitz. The trio previously worked in wealth management at Morgan Stanley and Goldman Sachs. ICONIQ Capital was founded in 2011 by Divesh Makan, Michael Anders and Chad Boeding. The firm also is involved in investments related to Private Equity and Venture Capital.

It functions as a family office that provides wealth management services to high net worth clients such as Mark Zuckerberg, Sheryl Sandberg, Jack Dorsey and Jeff Weiner. ICONIQ Capital is an American wealth management and investment firm based in San Francisco, California. American wealth management and investment firm ICONIQ Capital, LLC

Michael anders iconiq