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COINBASE ASSET MANAGEMENT, LLC

2200 Atlantic Street
Suite 320
Stamford, Connecticut 06902
Tel: (203) 489-1450

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About COINBASE ASSET MANAGEMENT, LLC

COINBASE ASSET MANAGEMENT, LLC, formally registered with the SEC as COINBASE ASSET MANAGEMENT, LLC. The firm was established in 07/11/2022. They have over 1 offices throughout the country.

COINBASE ASSET MANAGEMENT, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $281,619,847 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#322174
SEC#801-126060
Assets Managed by Firm$281,619,847
No. of Clients7
No. of Advisors17

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total7$281,619,847
Individuals (other than high net worth individuals)Fewer than 5 clients$26,444
Charitable organizationsFewer than 5 clients$3,285,488

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