Asset manager · Stamford, CT
Coinbase Asset Management, LLC
SEC-registered investment adviser · CRD 322174 · SEC 801-126060
At a glance
Coinbase Asset Management, LLC is an SEC-registered investment adviser based in Stamford, Connecticut, with $840 million in regulatory assets under management as of its Form ADV filed July 22, 2026. Its largest client group by assets is corporations or other businesses. By Form ADV it is a asset manager, ranked 1,443rd of 3,218 asset managers and 5,933rd of 17,210 SEC-registered advisers by assets.
Main office 203-489-1450cbam.coinbase.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $840M
- Rank among asset managers
- #1,443 of 3,218
- Rank among all SEC RIAs
- #5,933 of 17,210
- Rank in Connecticut
- #244 of 507
- Clients
- 6
- Accounts
- 12
- Discretionary
- 62% of AUM
- Employees
- 14
- Advisory staff
- 7
- Offices
- 2
Owners and executives on its Form ADV
- Glenn C. CrossChief Compliance Officer
- Matt J. LundyChief Operating Officer
- Anthony J. BassiliPresident
Custody and brokerage
Custodian
- Coinbase Custody Trust CompanyAffiliate of the firm$38M
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Coinbase Capital Markets Corp.
- Coinbase Capital Markets Corp ↗CRD 10722
An introducing broker-dealer: its trades clear through Apex Clearing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | – | $633M | 75% |
| Pooled investment vehicles | 6 | $119M | 14% |
| Individuals | – | $73M | 9% |
| Other investment advisers | – | $16M | 2% |
Private funds
Coinbase Asset Management, LLC reports 6 private funds with $244M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Coinbase Asset Management, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗cbam.coinbase.com ↗
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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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- 3 namedLocked
- Main office, fax and compliance officer
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Background
Questions
How much does Coinbase Asset Management, LLC manage?
Coinbase Asset Management, LLC reports $840 million in regulatory assets under management across 12 accounts, 62% of it on a discretionary basis, on its Form ADV filed July 22, 2026.
What kind of firm is Coinbase Asset Management, LLC?
Coinbase Asset Management, 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. A public reporting company controls it.
Who are Coinbase Asset Management, LLC’s clients?
By assets, its largest client types are corporations or other businesses ($633 million); pooled investment vehicles ($119 million, 6 clients); individuals ($73 million).
Does Coinbase Asset Management, LLC manage private funds?
Yes. It reports 6 private funds with $244 million in gross assets, including hedge funds.
Does Coinbase Asset Management, LLC have any disciplinary history?
Coinbase Asset Management, LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Coinbase Asset Management, 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 (2026-07-22), 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 →