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Oscar Xia

Iconiq Capital, LLC

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About Oscar Xia

Oscar Xia is an investment advisor representative at Iconiq Capital, LLC, a registered investment advisor firm based in San Francisco, California. Oscar has been working in the financial services industry since 2016. Previously, Oscar worked at Goldman Sachs & Co. LLC in Los Angeles, California. Oscar has a Series 63, Series 65, and Series 7 license. Oscar specializes in portfolio management for private foundations, individuals, and pooled investment vehicles.

Firm Information

Oscar Xia 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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Oscar Xia’s Registration & Firm History

CA

12/09/2021 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

CA

07/20/2018 - 08/12/2021

GOLDMAN SACHS & CO. LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 12/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Oscar Xia.
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