Asset manager · SAN Francisco, CA
Bitwise Investment Manager, LLC
SEC-registered investment adviser · CRD 317943 · SEC 801-126704
At a glance
Bitwise Investment Manager, LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $722 million in regulatory assets under management as of its Form ADV filed June 30, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,519th of 3,218 asset managers and 6,451st of 17,210 SEC-registered advisers by assets.
Main office 415-707-3663bitwiseinvestments.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $722M
- Rank among asset managers
- #1,519 of 3,218
- Rank among all SEC RIAs
- #6,451 of 17,210
- Rank in California
- #744 of 1,873
- Clients
- 14
- Accounts
- 14
- Discretionary
- 100% of AUM
- Employees
- 26
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- Hunter HorselyPresident
- Johanna R. Collins-WoodChief Compliance Officer
- Paul E. FusaroChief Operating Officer
- James H. Bebrin IIIVice President
- Phuong T. BlackVice President
Custody and brokerage
Custodian
Bitwise Investment Manager, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 11 | $698M | 97% |
| Pooled investment vehicles | 3 | $24M | 3% |
Private funds
Bitwise Investment Manager, LLC reports 1 private funds with $32M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Bitwise Investment Manager, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗bitwiseinvestments.com ↗
AtlasMembers
The full record on Bitwise Investment Manager, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 1,007 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bitwise Investment Manager, LLC manage?
Bitwise Investment Manager, LLC reports $722 million in regulatory assets under management across 14 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
What kind of firm is Bitwise Investment Manager, LLC?
Bitwise Investment Manager, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Bitwise Investment Manager, LLC’s clients?
By assets, its largest client types are investment companies ($698 million, 11 clients); pooled investment vehicles ($24 million, 3 clients).
Does Bitwise Investment Manager, LLC manage private funds?
Yes. It reports 1 private funds with $32 million in gross assets, including hedge funds.
Does Bitwise Investment Manager, LLC have any disciplinary history?
Bitwise Investment Manager, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bitwise Investment Manager, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →