SourcingSourcing

COINBASE ASSET MANAGEMENT, LLC

C31
CRD 322174·SEC 801-126060·STAMFORD, CT
AUM
$840.5M
$500M-$1B
Est. Revenue
$8.4M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$20.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COINBASE ASSET MANAGEMENT, LLC
CRD
322174
SEC file #
801-126060
EIN
000000000
DBA names
—

Economics

AUM
$840.5M
AUM band
$500M-$1B
AUM trajectory
'23'26
$400.5M → $840.5M▲ +110%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
14
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'23'26
6 advisors → 7 advisors▲ +17%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/coinbase-asset-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COINBASE GLOBAL, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
COINBASE GLOBAL, INC.
CROSS, GLENN, CARDOZO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

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 Cik
0001839406
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2021-03-02
Edgar Last Filing Date
2024-03-22
Edgar Form D Count
4
Edgar Form D Offerings
2024-03-222024-03-22 · 0001137439-24-000747
2023-03-022023-03-02 · 0000902664-23-002080
Edgar Former Names
One River Bitcoin Fund, Ltd.

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
Northern Trust13
E*trade4
Edgar Addresses
Mailing
C/O WALKERS CORPORATE LIMITEDCAYMAN CORPORATE CENTRE, 27 HOSPITAL RDGEORGE TOWN, GRAND CAYMAN, E9, KY1-9008
Business
C/O WALKERS CORPORATE LIMITEDCAYMAN CORPORATE CENTRE, 27 HOSPITAL RDGEORGE TOWN, GRAND CAYMAN, E9, KY1-9008
Edgar EIN
000000000
Edgar Recent Filings
D/A2024-03-22 · 0001137439-24-000747
D/A2023-03-02 · 0000902664-23-002080
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (3)

3
CROSS, GLENN, CARDOZO
Executive Officer · 2.5%
8009228
LUNDY, MATT, JOSEPH
Executive Officer · 2.5%
8009244
PETERS, CHARLES, ERIC
Executive Officer · 2.5%
2203821