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Chirag Nitin Mehta

Iconiq Capital, LLC

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About Chirag Nitin Mehta

Chirag Mehta is an investment advisor representative with Iconiq Capital, LLC. Chirag has been in the industry since 1999, working for Goldman Sachs before joining Iconiq Capital in 2014. Chirag is registered in California as an investment advisor representative. Chirag holds Series 65, 63, 66, 3, and 7 licenses. Chirag specializes in providing portfolio management services to high-net-worth individuals, private foundations, and pooled investment vehicles.

Firm Information

Chirag Mehta is currently registered with Iconiq Capital, LLC. Iconiq Capital, LLC is a San Francisco-based investment advisory firm managing approximately $84.2 billion in assets for a variety of clients, including high-net-worth individuals, pooled investment vehicles, and charitable organizations. Their services include portfolio management, selection of other advisors, and other advisory services. They do not offer financial planning or pension consulting.
Iconiq Capital, LLC

50 BEALE ST.

SAN FRANCISCO, CA 94105

$84.19B

Assets Under Management

Not reported

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio managment for private foundations

Portfolio managment for private foundations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Chirag Mehta’s Registration & Firm History

CA

09/14/2015 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

NY

09/10/1999 - 06/24/2005

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/14/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/24/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/2001

Series 3 - National Commodity Futures Examination

BC

Issued 09/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chirag Nitin Mehta.
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