21shares US LLC

RIASEC RegisteredEst. 2023
Total AUM
$4.4M
Discretionary
$4.4M
100% of AUM
Avg account
$877K
Accounts
5
Employees
25
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
328136
Registered since
October 4, 2023
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

21shares US LLC is an institutional RIA organized as an LLC and registered with the SEC in 2023. The firm serves institutional clients and charges fees as a percentage of assets under management. Its advisory mandate includes portfolio management for investment companies, and its business activity listing identifies it as operating in roles associated with commodity pool operators or commodity trading advisors. The firm is not identified as an active ESG investor and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Russell Barlow

    CEOCRD 8064331

  • Edel Bashir

    Chief Operating OfficerCRD 8065593

Contacts

3 of 3
  • James Denham

    Global Head of ComplianceCRD 8212724

  • Andres Valencia

    Executive Vice PresidentCRD 8065625

  • Duncan Moir

    PresidentCRD 8065586

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

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
158 W 27th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth