Bondbloxx
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 317318
- Registered since
- December 9, 2021
- Website
- bondbloxxetf.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Bondbloxx is a corporate-structured institutional registered investment adviser that entered SEC registration in 2021. The firm is owned by an individual and serves exclusively institutional clients, providing advisory services on a percentage-of-AUM fee basis. Its stated advisory activity centers on portfolio management for investment companies. Bondbloxx does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Eric Kleinschmidt
Chief Compliance OfficerCRD 2710290
Contacts
2 of 2
Leland Clemons
FounderCRD 4581707

Joanna Gallegos
Co-FounderCRD 4780496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Larkspur, CA
Marin
Location
Larkspur, CA
Headquartered in Larkspur, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 700 Larkspur Landing Cir
- Time zone
- PT (UTC-8)
- Office locations
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