Sean Mahoney
Investment adviser representative at Iconiq Capital, LLC
14 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
14 years in the industry.
- Iconiq Capital, LLCFeb 2026 to now
- JPMorgan Chase Bank NASep 2022 to Feb 2026
- JPMorgan Securities LLCSep 2022 to Feb 2026
- Wells Fargo Clearing Services, LLCJan 2022 to Aug 2022
- Alternative Capitalis LLCJul 2021 to Aug 2021
- Door DashJun 2021 to Dec 2021
- Clark Capital Management GroupMay 2021 to Jul 2021
- Olympia MovingDec 2020 to Jan 2021
- Mahoney's Garden CenterJun 2020 to Aug 2020
- Villanova UniversityAug 2018 to Dec 2021
- Ymca Camp BelknapJun 2018 to Jun 2020
- UnemployedApr 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7498806
- Firm CRD
- 159198