ICONIQ Capital provides investment advisory, family office, and direct investment strategies to high-net-worth individuals, families, foundations, and institutions. The firm assists clients with asset allocation, performance evaluations, investment policies, and identifying investment opportunities, including private pooled funds and external managers. ICONIQ Capital also manages brokerage and cryptocurrency accounts directly for many clients on a discretionary basis. The firm sponsors various private funds focusing on growth equity, venture capital, real estate, and early-stage operator partnerships. Clients typically have a net worth of $25 million or more.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated on a client-by-client basis and can range up to 1.5% of assets under management. Some clients pay individually-negotiated performance fees or flat fee structures.