Coinshares Asset Management (US) LLC

RIASEC RegisteredEst. 2021
Total AUM
$252M
Discretionary
$252M
100% of AUM
Avg account
$84M
Accounts
3
Employees
8
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
314541
Registered since
October 14, 2021
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Coinshares Asset Management (US) LLC is an SEC-registered institutional registered investment adviser formed as an LLC and registered in 2021. Its client base is institutional, and it charges fees as a percentage of assets under management. The firm’s regulatory and business profile identifies it as a CPO/CTA and as providing portfolio management services for investment companies; it is also listed as a sponsor, general partner, or managing member of pooled investment vehicles. Coinshares (US) is flagged as an active ESG investor and is organized under a domestic ownership structure that includes both an entity and individual ownership. FINTRX classifies it as an institutional RIA rather than a 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

1 of 1
  • Ann Griffith

    Chief Compliance OfficerCRD 2936554

Contacts

1 of 1
  • Annemarie Tierney

    Annemarie Tierney

    Founder and PrincipalCRD 5820346

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
437 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth