BONDBLOXX

RIASEC RegisteredEst. 2021
Total AUM
$7.2B
Discretionary
$7.2B
100% of AUM
Avg account
$268M
Accounts
27
Employees
32
Advisory reps
3

Firm details

Headquarters
LARKSPUR, California
CRD number
317318
Registered since
December 9, 2021
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

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

1 of 1
  • ERIC KLEINSCHMIDT

    Chief Compliance OfficerCRD 2710290

Contacts

2 of 2
  • Leland Clemons

    FounderCRD 4581707

  • JOANNA GALLEGOS

    Co-FounderCRD 4780496

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth