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-structured institutional registered investment adviser that entered SEC registration in 2021. The firm is owned by an individual and serves exclusively institutional clients, providing advisory services on a percentage-of-AUM fee basis. Its stated advisory activity centers on portfolio management for investment companies. Bondbloxx does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Location & Offices

Investment profile

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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

1 of 1
  • Eric Kleinschmidt

    Eric Kleinschmidt

    Chief Compliance OfficerCRD 2710290

Contacts

2 of 2
  • Leland Clemons

    Leland Clemons

    FounderCRD 4581707

  • Joanna Gallegos

    Joanna Gallegos

    Co-FounderCRD 4780496

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

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