BONDBLOXX
Firm details
- Headquarters
- LARKSPUR, California
- CRD number
- 317318
- Registered since
- December 9, 2021
- Website
- bondbloxxetf.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bondbloxx is a corporate registered investment adviser that focuses on managing pooled investment vehicles—its stated advisory activity is portfolio management for investment companies. The firm operates under a percentage-of-AUM fee model and serves an exclusively institutional client base, positioning itself as an asset manager for larger, professionally run accounts rather than retail households. Bondbloxx is not flagged as an active ESG investor and does not present itself as a pension consultant or related adviser; it also does not act as a capital allocator. The firm is owner-controlled at the individual level and was registered with the SEC in 2021. Its structure and client profile suggest a narrow, institutionally focused manager that concentrates resources on a small number of large mandates or fund vehicles rather than a broad retail distribution footprint.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ERIC KLEINSCHMIDT
Chief Compliance OfficerCRD 2710290
Contacts
2 of 2Leland Clemons
FounderCRD 4581707
JOANNA GALLEGOS
Co-FounderCRD 4780496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LARKSPUR, CA
MARIN
Location
LARKSPUR, CA
Headquartered in LARKSPUR, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 700 Larkspur Landing Cir
- Time zone
- PT (UTC-8)
- Office locations
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