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Michael Lawrence Alpert

Iconiq Capital, LLC

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About Michael Lawrence Alpert

Michael Lawrence Alpert is a registered investment advisor representative at Iconiq Capital, LLC. Michael has been with Iconiq Capital, LLC since May 2013. Michael specializes in providing portfolio management for private foundations, individuals and pooled investment vehicles. Michael holds a Series 66 and a Series 7 license and is a Chartered Financial Analyst. Prior to joining Iconiq Capital, LLC, Michael worked at Goldman, Sachs & Co. in New York, NY.

Firm Information

Michael Alpert 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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Michael Alpert’s Registration & Firm History

CA

02/04/2014 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

NY

09/29/2004 - 10/30/2008

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/27/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Lawrence Alpert.
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