BLOCKCHANGE MANAGEMENT LLC

RIASEC RegisteredEst. 2021
Total AUM
$898M
Discretionary
$898M
100% of AUM
Avg account
$47.3M
Accounts
19
Employees
12
Advisory reps
4

Firm details

Headquarters
,
CRD number
296291
Registered since
July 30, 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

Blockchange Management LLC is organized as a Delaware limited liability company that advises pooled investment vehicles with a venture capital orientation. The firm was formed in January 2018 and is SEC-registered as an adviser since 2021. It primarily serves institutional clients and operates as sponsor, general partner and managing member of the vehicles it manages, providing portfolio management for pooled funds. Compensation is a mix of asset-based fees and performance-based fees. Ken Seiff is the firm’s Managing Partner and is the only individual owner with more than a 25% stake. Blockchange is not positioned as a multi-state adviser, does not identify as an active ESG investor, and does not act as a pension consultant or separate capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

2 of 2
  • Jonathan Freedman

    Chief Legal OfficerCRD 7718184

  • JANICE CHAN

    Chief Financial OfficerCRD 6018922

Contacts

2 of 2
  • ERIC SEIFF

    Managing PartnerCRD 6428518

  • Robert Schmults

    General PartnerCRD 7397524

Wealth teams

FINTRX

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth