Ajay Monga
Investment adviser representative at Iconiq Capital, LLC
16 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
16 years in the industry.
- Iconiq Capital, LLCJul 2024 to now
- UnemployedJun 2024 to Jul 2024
- Full-time EducationSep 2023 to May 2024
- TD SecuritiesMay 2023 to Aug 2023
- Full-time EducationMay 2022 to Apr 2023
- CIBC Capital MarketsJan 2022 to Apr 2022
- Full-time EducationSep 2021 to Dec 2021
- CIBC Capital MarketsMay 2021 to Aug 2021
- Full-time EducationSep 2020 to Apr 2021
- Oakdale Golf and Country ClubJun 2020 to Aug 2020
- Full-time EducationSep 2010 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7997013
- Firm CRD
- 159198