{
  "crd_number": 322174,
  "slug": "coinbase-asset-management-llc-stamford-ct-322174",
  "primary_business_name": "COINBASE ASSET MANAGEMENT, LLC",
  "legal_name": "COINBASE ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-11",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-07-22",
  "carried_forward": false,
  "raum_total": 840467014.0,
  "raum_discretionary": 521966371.0,
  "raum_non_discretionary": 318500643.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 72918206.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 15841706.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 118992741.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 632714361.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://cbam.coinbase.com",
    "https://linkedin.com/company/coinbase-asset-management",
    "https://x.com/coinbaseam?s=11"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322174",
  "disclosure_items": [
    {
      "item": "11.G",
      "question": "Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?"
    }
  ],
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/coinbase-asset-management-llc-stamford-ct-322174",
  "display_name": "Coinbase Asset Management, LLC",
  "summary": "Coinbase Asset Management, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.",
  "citation": "AdvisorCensus. Coinbase Asset Management, LLC (CRD 322174): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Coinbase Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coinbase Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Coinbase Asset Management, LLC located?",
      "a": "Coinbase Asset Management, LLC's principal office is in Stamford, CT, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Coinbase Asset Management, LLC registered with the SEC or a state?",
      "a": "Coinbase Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322174."
    },
    {
      "q": "How much does Coinbase Asset Management, LLC manage?",
      "a": "Coinbase Asset Management, LLC reports $840,467,014 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (62% discretionary)."
    },
    {
      "q": "How have Coinbase Asset Management, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Coinbase Asset Management, LLC: Regulatory assets under management: $400,533,236 in the October 2022 data and $840,467,014 in the October 2026 data, up 110%. Total employees: 25 in October 2022 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Coinbase Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Which custodians does Coinbase Asset Management, LLC use?",
      "a": "Coinbase Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Coinbase Custody Trust Company, LLC (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Coinbase Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322174"
    },
    {
      "q": "What changed in Coinbase Asset Management, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 400533236.0,
      "total_employees": 25,
      "filing_date": "2022-06-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 156627617.0,
      "total_employees": 21,
      "filing_date": "2023-08-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 281619847.0,
      "total_employees": 17,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 87851847.0,
      "total_employees": 16,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 840467014.0,
      "total_employees": 14,
      "filing_date": "2026-07-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $733,708,910 to $840,467,014 (+15%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 9 to 6.",
        "Regulatory assets under management went from $87,851,847 to $733,708,910 (+735%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Coinbase Custody Trust Company, LLC",
      "name_as_filed": "COINBASE CUSTODY TRUST COMPANY, LLC",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/coinbase-asset-management-llc-stamford-ct-322174.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 72918206.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 118992741.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 15841706.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 632714361.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322174",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}