SourcingSourcing

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION

C16
CRD 317318·SEC 801-122836·LARKSPUR, CA
AUM
$7.24B
$1B+
Est. Revenue
$72.4M
@ 1% on AUM
Est. EBITDA
$21.7M
@ 30% margin
Est. Deal Value
$173.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BONDBLOXX INVESTMENT MANAGEMENT CORPORATION
CRD
317318
SEC file #
801-122836
EIN
—
DBA names
Bondbloxx

Economics

AUM
$7.24B
AUM band
$1B+
AUM trajectory
'23'26
$459.8M → $7.24B▲ +1474%
Client mix
Investment Companies27

Operations

Employees (total)
32
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
3 advisors → 5 advisors▲ +67%
Primary office
LARKSPUR CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/bondbloxxetf(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Clemons, Leland, Carroll
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Clemons, Leland, Carroll
GALLEGOS, JOANNA, MARIA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4581707
Trust Company Affiliate
No

People (3)

3
Leland Carroll Clemons
Direct Owner · 62.5%
4581707
JOANNA MARIA GALLEGOS
Executive Officer · 2.5%
4780496
KLEINSCHMIDT, ERIC, JOSEPH
Executive Officer · 2.5%
2710290