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Indraa Batbayar

Investment Adviser Representative at Iconiq Capital, LLC

San Francisco, CACRD #7605162Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Indraa Batbayar is an investment adviser representative with Iconiq Capital, LLC in San Francisco, CA, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Office

50 Beale St., Ste 2300
San Francisco, CA 94105

Advisors at this office: 65

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/1/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 8/20/2022
Series 7
General Securities Representative Examination
Passed 8/20/2022
SIE
Securities Industry Essentials Examination
Passed 6/7/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Iconiq Capital, LLCCurrent
9/22/2025 – San Francisco, CA
J.p. Morgan Securities LLC
7/1/2024 – 7/23/2025New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Jpmorgan Chase BANK NA
    Jun 2022 – Jul 2025New York, NY
  2. Jpmorgan Securities LLC
    Jul 2022 – Jul 2025New York, NY
  3. University OF Richmond
    Jun 2018 – Jun 2022Richmond, VA
  4. Yorktown HIGH School
    Mar 2015 – Jun 2018Arlington, VA
  5. ICONIQ Capital, LLC
    Aug 2025 – no end date reportedSan Francisco, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Iconiq Capital, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
84
Offices listed on AdvisorFinder:
3
Main office:
San Francisco, CA
SEC file number:
801-72878

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 12, 2026

View full firm profile

Other advisors at Iconiq Capital, LLC

Showing 12 of 84 in the directory

View Iconiq Capital, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Indraa Batbayar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Indraa Batbayar (Iconiq Capital) - Fees & Credentials