COINBASE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2022

Total AUM

$840M

Discretionary

$522M

62% of AUM

Avg account

$70M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 322174
Registered since: July 11, 2022
Website: www.linkedin.com
Custodians: COINBASE
Fee structure: Percentage of AUM
Client types: Corporations / Businesses75.28%
Pooled Investment Vehicles14.16%
Individuals8.68%
Other Investment Advisers1.88%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Coinbase Asset Management, LLC is a limited liability company that registered with the SEC in 2022 and operates as a hedge-fund-style adviser serving institutional clients. The firm charges fees as a percentage of assets under management and performs portfolio management across individuals and small businesses, pooled investment vehicles, and institutional accounts. It is structured to provide commodity pool operator/commodity trading adviser (CPO/CTA) services and reports affiliations with broker-dealers, futures commission merchants, trust companies and insurance entities. The firm does not bill itself as an ESG investor, is not a multi-state adviser, and is not identified as a capital allocator. Its owner type is listed as a domestic entity and individual.