Firm profile

COINBASE ASSET MANAGEMENT, LLC

STAMFORD, CTCRD 322174Latest ADV March 31, 2026

Coinbase Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 31, 2026, reports $840M in regulatory assets under management, 14 employees, 1 office, and 12 accounts.

Assets Under Management
$840M
Employees
14
Offices
1 office
Total Clients
6
Primary office
STAMFORD, CT
2200 ATLANTIC STREET, SUITE 320, STAMFORD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOCharles E. Peters
CCOGlenn C. Cross
COOMatt J. Lundy

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$840Mas of March 31, 2026
Discretionary62.1%
$522M
62% of total RAUM62.1%
Non-discretionary37.9%
$319M
38% of total RAUM37.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$840M
Total Accounts12
10Y AUM Change+$440M (+109.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee0:1
10Y Employee Change-11 (-44.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.