Coinbase Asset Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$840M

Discretionary

$522M

62% of AUM

Avg account

$70M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Stamford, Connecticut
CRD number: 322174
Registered since: July 11, 2022
Website: www.linkedin.com
Custodians: COINBASE
Fee structure: Percentage of AUM
Client types: Corporations / Businesses75.28%
Pooled Investment Vehicles14.16%
Individuals8.68%
Other Investment Advisers1.88%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Coinbase Asset Management, LLC is an SEC-registered hedge-fund–style adviser organized as an LLC and registered in 2022. The firm targets institutional clients and bills on a percentage-of-AUM basis while operating in roles that include commodity pool operator/commodity trading adviser (CPO/CTA). Its advisory mandates cover portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or corporate clients. The firm reports no active ESG investment program and is not registered as a multi-state adviser or pension consultant. The firm's regulatory and operational footprint includes affiliations or activity consistent with broker-dealer, futures commission merchant, trust company and insurance company functions, reflecting capabilities beyond traditional long-only asset management and suggesting infrastructure to trade futures/commodities and custody specialized asset types.