RIA Intel›Advisers›Connecticut›COINBASE ASSET MANAGEMENT, LLC

COINBASE ASSET MANAGEMENT, LLC

Advisory

N·STAMFORD, CT

Data as of Jul 22, 2026 · Source: SEC Form ADV

Total AUM
$840M
1-Year AUM Growth
+79.8%
3-Year CAGR
+22.0%
Employees
7
Assets Under Management
Total AUM$840M
Discretionary AUM$522M
Non-Discretionary AUM$319M
Discretionary %62.1%
Total Clients11
Team
Total Employees7
Investment Advisers14
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJun 9, 2022
Latest FilingJul 22, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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