Adam Jay Battat
Investment adviser representative at Iconiq Capital, LLC
10 yearsExperience
1 stateRegistered in
$117.5BFirm assets
14 yearsFirm in business
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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
10 years in the industry.
- Iconiq Capital, LLCMay 2022 to now
- Cerity Partners LLCNov 2021 to May 2022
- Bingham, Osborn & Scarborough, LLCJun 2021 to Nov 2021
- UnemployedMay 2020 to Jun 2021
- Tsg Wealth ManagementFeb 2020 to Mar 2020
- Otis Elevator CompanyJun 2018 to Aug 2018
- Acrobat OutsourcingJul 2017 to Jan 2018
- Chapman UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7223124
- Firm CRD
- 159198