Bitwise Investment Manager, LLC

RIASEC RegisteredEst. 2022
Total AUM
$722M
Discretionary
$722M
100% of AUM
Avg account
$51.6M
Accounts
14
Employees
26
Advisory reps
6

Firm details

Headquarters
San Francisco, California
CRD number
317943
Registered since
September 27, 2022
Website
bwebetf.com
Fee structure
Percentage of AUM
Client types
  • Investment Companies96.7%
  • Pooled Investment Vehicles3.3%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bitwise Investment Manager, LLC is a SEC-registered investment adviser organized as an LLC and classified as a hedge fund manager. The firm provides portfolio management across a range of client types — individuals and small businesses, pooled investment vehicles, investment companies, and institutional or business clients — and operates in a capacity consistent with CPO/CTA activities. Its stated client base is institutional, and it charges fees as a percentage of assets under management. The firm also acts as a sponsor/GP and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Owners & executives

3 of 3

  • Paul Fusaro

    Chief Operating OfficerCRD 5398281

  • Johanna Collins-wood

    Chief Compliance OfficerCRD 7582323

  • Hunter Horsley

    Hunter Horsley

    CEOCRD 7534811

Contacts

3 of 3
  • Jonathan Man

    Jonathan Man

    Portfolio ManagerCRD 4673010

  • Phuong Black

    Head of Fund OperationsCRD 6198226

  • James Bebrin Iii

    Principal Financial OfficerCRD 6481523

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$58.3M in ETFs

Passive

100%

$58.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$22.7M247,23838.84%
Unlock additional holdings →

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, 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 Francisco
Address
250 Montgomery St
Time zone
PT (UTC-8)
Office locations

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