Owen David Rosebeck
Investment Adviser Representative at Iconiq Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Owen David Rosebeck is an investment adviser representative with Iconiq Capital, LLC in San Francisco, CA, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Corient and Portola Partners. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 65
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dawson College BoundJun 2017 – Aug 2017Las Vegas, NV
- Pomona CollegeJan 2018 – May 2018Claremont, CA
- Dawson College BoundJun 2018 – Aug 2018Las Vegas, NV
- Pomona CollegeSep 2016 – May 2020Claremont, CA
- Dawson College BoundJun 2019 – Jul 2019Las Vegas, NV
- Pomona CollegeAug 2019 – May 2020Claremont, CA
- Portola PartnersJul 2020 – Mar 2023Menlo Park, CA
- Union GamingJul 2019 – Aug 2019Las Vegas, NV
- CorientJan 2023 – Feb 2026Menlo Park, CA
- Corient Services LLCJan 2024 – Feb 2026Miami, FL
- Extended TravelMar 2026 – Mar 2026Las Vegas, NV
- ICONIQ Capital LLCApr 2026 – no end date reportedSan Francisco, CA
Official records & sources
Data as of August 10, 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
Client types the firm serves
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 profileOther advisors at Iconiq Capital, LLC
Showing 12 of 84 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Owen David Rosebeck 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.
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