# Bondbloxx

> Bondbloxx is an SEC-registered investment advisory firm in Larkspur, CA, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 317318
- Filed as: BONDBLOXX
- Legal name: Bondbloxx Investment Management Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Larkspur, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317318
- AdvisorCensus page: https://advisorcensus.com/firm/bondbloxx-larkspur-ca-317318

## Quick answers

**How is Bondbloxx compensated?**
On its Form ADV (Item 5.E, October 2026), Bondbloxx reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bondbloxx located?**
Bondbloxx's principal office is in Larkspur, CA, according to its Form ADV.

**Is Bondbloxx registered with the SEC or a state?**
Bondbloxx is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317318.

**How much does Bondbloxx manage?**
Bondbloxx reports $7,239,268,024 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Bondbloxx's assets and staff changed since 2022?**
In the Form ADV data for Bondbloxx: Regulatory assets under management: $39,473,000 in the October 2022 data and $7,239,268,024 in the October 2026 data, up 18240%. Total employees: 8 in October 2022 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bondbloxx serve?**
By number of clients on Form ADV Item 5.D: investment companies (27).

**Does Bondbloxx report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317318

**What changed in Bondbloxx's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $3,429,182,743 to $7,239,268,024 (+111%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,239,268,024
- Discretionary: $7,239,268,024
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 27 | $7,239,268,024 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 32 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bondbloxxetf.com
- LinkedIn @bondbloxxetf
- X @bondbloxxetf
- YouTube @BondBloxxETF

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $39,473,000 | 8 | March 28, 2022 |
| October 2023 | $2,101,312,000 | 15 | September 27, 2023 |
| October 2024 | $2,512,717,056 | 21 | March 29, 2024 |
| October 2025 | $3,429,182,743 | 28 | May 23, 2025 |
| October 2026 | $7,239,268,024 | 32 | March 26, 2026 |

Regulatory assets under management: $39,473,000 in the October 2022 data and $7,239,268,024 in the October 2026 data, up 18240%.
Total employees: 8 in October 2022 and 32 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $3,429,182,743 to $7,239,268,024 (+111%).

### January 2026
- No longer registered or notice-filed in NJ, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bondbloxx (CRD 317318): Form ADV filing data as of October 2026.