DIGITAL ASSET INVESTMENT MANAGEMENT

Overview

Digital Asset Investment Management is an independent registered investment adviser organized as a limited liability company that positions itself around individual and family clients while also providing services to small businesses and institutions. The firm offers a mix of financial planning and portfolio management services, and conducts educational seminars and workshops—indicating a client-facing, advisory-first model rather than a product-centric broker model. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly, fixed-fee and performance-based structures, which allows it to tailor pricing to both advisory relationships and one‑off engagements. Investment activity centers on liquid public markets alongside purposeful exposure to alternatives—most notably digital currency and real estate. The firm manages both discretionary and non‑discretionary mandates, with a material portion of assets classified under a nonstandard or “other” asset type on its filings. Digital custody relationships and allocations to crypto assets are a visible part of the platform, suggesting the firm integrates digital-asset custody and trading into client solutions rather than treating crypto as a peripheral research topic. Capital deployment is managed in-house rather than through a capital‑allocating structure; Digital Asset Investment Management does not serve as a dedicated allocator to outside private funds. The adviser is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices