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ICONIQ Capital was founded in December 2011 in San Francisco, California by Divesh Makan, Michael Anders and Chad Boeding. [4] [3] [6] The trio previously worked as wealth advisors at Goldman Sachs and Morgan Stanley.
Goldman Sachs Personal Financial Management (GSPFM) was a former division of Goldman Sachs responsible for wealth management of high-net-worth individuals. [2] It had 74 offices in the United States and managed $25 billion in assets. [1] [3] In November 2023, it was announced that Creative Planning had completed the acquisition of GSPFM. [4]
In 2005, she began working for Goldman Sachs as a private wealth manager. [ 34 ] From 2005 to 2011, she was an active member of the Council on Foreign Relations and was a member of the Independent Task Force on North America that in 2005, published a report entitled "Building a North American Community."
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The Goldman Sachs Group, Inc. (/ s æ k s / SAKS) is an American multinational investment bank and financial services company. Founded in 1869, Goldman Sachs is headquartered in Lower Manhattan in New York City, with regional headquarters in many international financial centers. [1]
[6] [7] In 2018, a partnership with Goldman Sachs was announced through which Goldman Sachs' private wealth clients committed at least $250 million (USD) real estate investments through Cadre. [ 8 ] [ 9 ] In 2020, Cadre announced its "Direct Access" fund intended to include smaller investors with a $400 million target raise. [ 10 ]
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