{
  "crd_number": 312302,
  "slug": "coinfund-management-llc-new-york-ny-312302",
  "primary_business_name": "COINFUND MANAGEMENT LLC",
  "legal_name": "COINFUND MANAGEMENT LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-05-03",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 765967611.0,
  "raum_discretionary": 765967611.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 18,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 765967611.0,
      "count": 20
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://blog.coinfund.io",
    "https://bsky.app/profile/coinfund.bsky.social",
    "https://coinfund.io",
    "https://facebook.com/CoinFund",
    "https://instagram.com/minedwithcoinfund/reels",
    "https://linkedin.com/company/coinfund",
    "https://lu.ma/coinfund",
    "https://minedwithcoinfund.buzzsprout.com",
    "https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR",
    "https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850",
    "https://threads.com/@coinfund.io",
    "https://warpcast.com/coinfund-io",
    "https://x.com/coinfund_io",
    "https://youtube.com/channel/UCyvV4hIPfAjCod5KkM3Xl_Q?app=desktop"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312302",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/coinfund-management-llc-new-york-ny-312302",
  "display_name": "Coinfund Management LLC",
  "summary": "Coinfund Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Coinfund Management LLC (CRD 312302): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Coinfund Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coinfund Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Coinfund Management LLC located?",
      "a": "Coinfund Management LLC's principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Coinfund Management LLC registered with the SEC or a state?",
      "a": "Coinfund Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 312302."
    },
    {
      "q": "How much does Coinfund Management LLC manage?",
      "a": "Coinfund Management LLC reports $765,967,611 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Coinfund Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Coinfund Management LLC: Regulatory assets under management: $1,258,268,006 in the October 2022 data and $765,967,611 in the October 2026 data, down 39%. Total employees: 28 in October 2022 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Coinfund 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) (20)."
    },
    {
      "q": "Does Coinfund Management LLC report any disciplinary disclosures?",
      "a": "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/312302"
    },
    {
      "q": "What changed in Coinfund Management LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 15 to 8. Regulatory assets under management went from $932,489,320 to $765,967,611 (-18%). Added an office in Stamford, CT. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1258268006.0,
      "total_employees": 28,
      "filing_date": "2022-04-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 830048686.0,
      "total_employees": 29,
      "filing_date": "2023-05-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 906050090.0,
      "total_employees": 25,
      "filing_date": "2024-04-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1037766156.0,
      "total_employees": 33,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 765967611.0,
      "total_employees": 18,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 15 to 8.",
        "Regulatory assets under management went from $932,489,320 to $765,967,611 (-18%).",
        "Added an office in Stamford, CT.",
        "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 17 to 15.",
        "Regulatory assets under management went from $1,037,766,156 to $932,489,320 (-10%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/coinfund-management-llc-new-york-ny-312302.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 765967611.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/312302",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
