Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaivalya? Claim Your ProfileKaivalya Patel is an Investment Advisor Representative at Iconiq Capital, LLC. Kaivalya has been with Iconiq Capital since July 2018 and is currently registered with the state of California. Kaivalya Patel holds the Series 65 license and has been in the industry for over 5 years. Kaivalya has experience in portfolio management for private foundations, individuals, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
IA
Issued 10/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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