ICONICA LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
287786

Firm profile

FINTRX

Overview

Iconica LLC operates as a small, privately owned limited liability company that functions primarily as an adviser to private venture capital vehicles rather than as a traditional retail wealth manager. The firm’s public profile shows no retail or institutional advisory client roster; instead its activity centers on managing and advising private fund vehicles, with venture capital identified as the primary asset type. Iconica LLC is not flagged as an active ESG investor and is not listed as a multistate adviser. Owner control is held at the individual level and the adviser is classified outside standard broker/RIA segments in the available data. The firm’s footprint and disclosures suggest a focus on deploying capital into private companies through pooled fund structures. Fee arrangements, advisory service scope (for example separate account management versus fund-only activity), and specific sector focuses are not disclosed in the material provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MARK LESCHLY

    Managing DirectorCRD 6018626

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SAN MATEO

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
2100 Geng Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth