Iconiq Capital

Evidence PackPROIndependent

Real EstateSAN FRANCISCO, CA, US Website

AUM

$95B

Ownership

independent

Stakeability

38 / VERY LOW

Priority

Tier

Employees

SEC RegisteredFund PerformanceBDC ExposureInstitutional HoldersTeam DataILS DealsRegulatoryNews Coverage

Coverage

67%

Adaptive profile: rich

Signals present

8/12

SEC / ADVFund Performance(50)BDC Exposure(12)13F Holders(20)Team(30)ILS Deals(3)Regulatory(25)Legal(0)Lobbying(0)Hiring(0)News(1)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

38 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

159198

SEC File Number

801-72878

Registration Type

Registered

Filing Date

Dec 22, 2025

Employee Count

N/A

Discretionary AUM

$71.3B

Private Funds

326

PE Funds

147

VC Funds

N/A

RE Funds

Hedge Funds

Gross Assets (Private)

$80.1B

Source: SEC IAPD