BITWISE INVESTMENT MANAGER, LLC

RIASEC RegisteredEst. 2022
Total AUM
$501M
Discretionary
$501M
100% of AUM
Avg account
$33.4M
Accounts
15
Employees
24
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
317943
Registered since
September 27, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies94.02%
  • Pooled Investment Vehicles5.98%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bitwise Investment Manager, LLC is an SEC-registered limited liability company that operates as a hedge fund manager and commodity pool operator/commodity trading advisor. The firm focuses on institutional clients and provides portfolio management for investment companies, pooled investment vehicles and businesses or institutions. Its business model centers on running pooled vehicles and acting as sponsor, general partner and managing member of those vehicles, with fee arrangements structured as a percentage of assets under management. The firm is not an active ESG investor and is not positioned as a pension consultant or a related adviser. Its registration year is 2022, and its activities indicate a manager that combines traditional hedge fund portfolio management with commodity/futures advisory capabilities.

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

3 of 3
  • PAUL FUSARO

    Chief Operating OfficerCRD 5398281

  • JOHANNA COLLINS-WOOD

    Chief Compliance OfficerCRD 7582323

  • Hunter Horsley

    CEOCRD 7534811

Contacts

1 of 1
  • JONATHAN MAN

    Portfolio ManagerCRD 4673010

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth