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Building 2COINBASE ASSET MANAGEMENT, LLC

Map pinSTAMFORD, CT
Phone(203) 489-1450
NotebookSEC #801-126060
Total AUM
$840.5M
Employees
14
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 ATLANTIC STREET
SUITE 320
STAMFORD
CT 06902
United States
Operating Hours
6:30 AM - 5:00 PM
Monday - Friday
Phone
(203) 489-1450
Other Offices
1

ReceiptFinancials

Total AUM
$840.5M
Accounts
12
Discretionary
$522M
Accounts
11
Non-Discretionary
$318.5M
Accounts
1

ContactClients

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Individual Clients
1
AUM
$72.9M
Pooled Vehicle Clients
6
AUM
$119M
Investment Advisor Clients
1
AUM
$15.8M
Corporation or Business Clients
1
AUM
$632.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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