Coinshares Asset Management (US) LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314541
- Registered since
- October 14, 2021
- Website
- valkyrieinvest.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Coinshares Asset Management (US) LLC is an SEC-registered institutional registered investment adviser formed as an LLC and registered in 2021. Its client base is institutional, and it charges fees as a percentage of assets under management. The firm’s regulatory and business profile identifies it as a CPO/CTA and as providing portfolio management services for investment companies; it is also listed as a sponsor, general partner, or managing member of pooled investment vehicles. Coinshares (US) is flagged as an active ESG investor and is organized under a domestic ownership structure that includes both an entity and individual ownership. FINTRX classifies it as an institutional RIA rather than a capital allocator.
Assets & Accounts
Investments & Alternatives
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 1Ann Griffith
Chief Compliance OfficerCRD 2936554
Contacts
1 of 1
Annemarie Tierney
Founder and PrincipalCRD 5820346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 437 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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