![]() ![]() When building client portfolios, ICONIQ focuses on overall asset allocation - or how your portfolio is divided up between different types of investments - rather than on individual securities. That said, the bulk of its regulatory assets under management are discretionary. However, there is also the option to allow ICONIQ to trade at its discretion or to set up an agreement that includes limited discretion. ICONIQ Capital mostly provides non-discretionary services for its Managed Account clients, meaning that, for the most part, clients have to approve trades and portfolio changes. In addition to the above services, ICONIQ Capital also serves as the sole investment advisor to the ICONIQ Private Funds, in which certain qualified investors are allowed to invest. Selection of portfolio managers, ICONIQ private funds and external funds.Performance evaluation of accounts and portfolios.Investment policy development, including establishing parameters and restrictions.Some of the services offered by ICONIQ Capital include: Many of the services offered by ICONIQ Capital are designed to help individuals manage their wealth more effectively and take advantage of various opportunities that might not be available to the general public. ![]() Services offered by ICONIQ CapitalĪs a boutique firm with a largely exclusive clientele, the services offered by ICONIQ Capital are tailored to meet the needs of these clients. #Sanity series iconiq professionalA 2020 change in the definition did also include some people with specific professional certifications, designations and credentials, which would include some investment advisors. To invest in a private fund, clients must invest at least $10,000 and be an accredited investor, defined by the SEC as someone with an earned income of at least $200,000 (or $300,000 with a spouse) per year for the last two years or who has a net worth of at least $1 million. In general, the firm’s clients have a net worth of at least $25 million. Which types of clients does ICONIQ Capital serve? Clients outside of these states won’t be able to work with the firm. jurisdiction in California, New York, Florida and Texas.
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