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COINBASE ASSET MANAGEMENT, LLC

STAMFORD, CT · CRD 322174 · IAPD ↗ · (203) 489-1450

$840.5MRegulatory AUM
7Advisory reps
14Employees
0Clients
n/aPlanning clients
6Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
December 2025 — COINBASE ASSET MANAGEMENT, LLC shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
December 2025 — COINBASE ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($87.9M -> $733.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — COINBASE ASSET MANAGEMENT, LLC reported RAUM down 69% ($281.6M -> $87.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — COINBASE ASSET MANAGEMENT, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — COINBASE ASSET MANAGEMENT, LLC now reports custody of client assets ($109.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2025 — COINBASE ASSET MANAGEMENT, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — COINBASE ASSET MANAGEMENT, LLC reported RAUM up 80% ($156.6M -> $281.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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