Bitwise Investment Manager, LLC

RIASEC RegisteredEst. 2022

Total AUM

$722M

Discretionary

$722M

100% of AUM

Avg account

$51.6M

Accounts

14

Employees

26

Advisory reps

6

Firm details

Headquarters: San Francisco, California
CRD number: 317943
Registered since: September 27, 2022
Website: bwebetf.com
Fee structure: Percentage of AUM
Client types: Investment Companies96.7%
Pooled Investment Vehicles3.3%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bitwise Investment Manager, LLC is a SEC-registered investment adviser organized as an LLC and classified as a hedge fund manager. The firm provides portfolio management across a range of client types — individuals and small businesses, pooled investment vehicles, investment companies, and institutional or business clients — and operates in a capacity consistent with CPO/CTA activities. Its stated client base is institutional, and it charges fees as a percentage of assets under management. The firm also acts as a sponsor/GP and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

Paul Fusaro
Chief Operating OfficerCRD 5398281
Johanna Collins-wood
Chief Compliance OfficerCRD 7582323
Hunter Horsley
CEOCRD 7534811

Contacts

3 of 3

Jonathan Man
Portfolio ManagerCRD 4673010
Phuong Black
Head of Fund OperationsCRD 6198226
James Bebrin Iii
Principal Financial OfficerCRD 6481523

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$58.3M in ETFs

Passive

100%

$58.3M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)	State Street	Passive	Ultrashort Bond	$22.7M	247,238	38.84%

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Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: San Francisco
Address: 250 Montgomery St
Time zone: PT (UTC-8)
Office locations

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