Mark Alan Poelma
Investment adviser representative at Iconiq Capital, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$117.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Iconiq Capital, LLCNov 2025 to now
- Ieq Capital, LLCFeb 2025 to Oct 2025
- Epiq Capital GroupFeb 2019 to Feb 2025
- Fidelity Brokerage Services, LLCFeb 2012 to Feb 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Iconiq Capital, LLC
$117.5BAssets managed
846Clients
87Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6037320
- Firm CRD
- 159198