Steffen Westphal
Investment adviser representative at Iconiq Capital, LLC
11 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
11 years in the industry.
- Iconiq Capital, LLCAug 2023 to now
- N/aJun 2023 to Aug 2023
- The Blueshirt GroupJun 2022 to Sep 2022
- Fortis Financial GroupJun 2021 to Sep 2021
- University of WashingtonAug 2019 to Jun 2023
- Moraga Country ClubJan 2019 to Aug 2019
- Campolindo High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7810105
- Firm CRD
- 159198