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Patrick Alexander Weisman

Iconiq Capital, LLC

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About Patrick Alexander Weisman

Patrick Alexander Weisman is an investment advisor representative with Iconiq Capital, LLC. Patrick has been in the financial services industry since 2008 and is registered with the state of California. Patrick has passed the Series 3, Series 7, and Series 66 exams. Patrick has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Previously, Patrick worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated.

Firm Information

Patrick Weisman 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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Patrick Weisman’s Registration & Firm History

CA

03/06/2012 - Present

Iconiq Capital, LLC (SAN FRANCISCO CA)

CA

06/01/2009 - 01/10/2012

MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)

IL

09/16/2008 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 10/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2009

Series 3 - National Commodity Futures Examination

BC

Issued 09/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Alexander Weisman.
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