BLOCKCHAIN CAPITAL, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Avg account
$150M
Accounts
19
Employees
28
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
283610
Registered since
April 5, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blockchain Capital, LLC is a venture capital manager organized as an LLC and SEC-registered in 2021. The firm serves institutional clients and acts as sponsor and general partner of pooled investment vehicles, providing portfolio management for those funds. Its business model combines an asset-based fee component with performance-linked compensation, indicating a typical VC-style blend of management fees and carry or similar performance fees. The adviser is not positioned as a multi-state or pension consultant, does not report active ESG investing, and is described as owner-operated at the individual level.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Anthony Schmidt

    Partner and Chief Operating OfficerCRD 7712569

  • ZALIA ALIRIZA

    Partner, CFOCRD 7531020

Contacts

3 of 3
  • PAUL STEPHENS

    FounderCRD 2940830

  • HERBERT RIVERA

    Operating Partner and General CounselCRD 5286397

  • WILLIAM STEPHENS

    Founder & Managing PartnerCRD 3134821

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
600 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth