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BLOCKCHAIN CAPITAL, LLC

SAN FRANCISCO, CA · CRD 283610 · IAPD ↗ · blockchaincapital.com · 415-677-5340

$2.86BRegulatory AUM
11Advisory reps
28Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — BLOCKCHAIN CAPITAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2024 — BLOCKCHAIN CAPITAL, LLC reported RAUM up 36% ($1.74B -> $2.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — BLOCKCHAIN CAPITAL, LLC now reports custody of client assets ($2.13B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.