Provided by Convergence Inc.
Institutional intelligence for the asset management industry

ICONOCLASTIC CAPITAL MANAGEMENT

Business and Investment Profile

The ICONOCLASTIC CAPITAL MANAGEMENT is a privately held investment adviser that advises $68.18mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ICONOCLASTIC CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 378% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 0.83 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 17 PRINCE STREET, ROCHESTER, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 25% over the last 5-years.

Asset Profile

Their $68.18mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $38.61mn or 56.63% of Total Assets and High Net Worth Individuals own $29.57mn or 43.37% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

ICONOCLASTIC CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ICONOCLASTIC CAPITAL MANAGEMENT

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Iconoclastic Capital Management, Iconoclastic
Generated 2026-09-12T06:53:52.9660112.  © 2026 Convergence.