WAVE DIGITAL ASSETS LLC

RIASEC RegisteredEst. 2021
Total AUM
$91.9M
Discretionary
$91.9M
100% of AUM
Avg account
$4.2M
Accounts
22
Employees
33
Advisory reps
8

Firm details

Headquarters
Los Angeles, California
CRD number
305726
Registered since
May 21, 2021
Website
wavegp.com
Custodians
COINBASE, BALANCE CUSTODY, BITGO, COPPER CUSTODY, APLO SAS
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles70.39%
  • Corporations / Businesses20.51%
  • HNWI8.81%
  • Charitable Organizations0.29%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wave Digital Assets LLC is a boutique manager focused on digital-asset strategies and pooled investment vehicles. The firm combines fund management and sponsor/GP activity with portfolio management for individuals, pooled vehicles and institutional clients. Its classification spans hedge fund and private equity structures, and it operates as a CPO/CTA for certain strategies. The client base skews toward high-net-worth individuals, families and institutions, and the firm charges a mix of percentage-of-AUM, fixed fees and performance-based fees depending on the vehicle. Investment emphasis centers on digital currencies and venture capital exposure tied to the digital-asset ecosystem. Wave Digital Assets acts as a manager and managing member of pooled funds, deploying capital through firm-sponsored funds and direct allocations to third-party alternative managers. The firm is not positioned as an ESG-driven manager and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Jennifer Anderson

    Chief Operating OfficerCRD 7158346

  • DAVID SIEMER

    Chief Executive OfficerCRD 5023434

Contacts

3 of 6
  • Gerard Barile

    PrincipalCRD 7722275

  • Samuel Eisner

    Vice PresidentCRD 7288977

  • Benjamin Tsai

    Co-founder and PresidentCRD 6915217

Unlock 3 more contacts

Wealth teams

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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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
12400 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth