Bondbloxx Investment Management provides portfolio management for investment companies.
Bondbloxx Investment Management reports 27 investment companies. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($7.24B across 27 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 27 | $7.24B | 100.0% | $268M |
| Total | 27 | $7.24B | 100% | $268M |
- Clients
- 27
- Regulatory AUM
- $7.24B
- AUM share
- 100.0%
- Avg. per client
- $268M
Total
- Clients
- 27
- Regulatory AUM
- $7.24B
- AUM share
- 100%
- Avg. per client
- $268M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bondbloxx Investment Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Leland Clemons owns 50% to 75% of Bondbloxx Investment Management. Leland Clemons is CEO; the leadership team includes Chief Operating Officer Joanna Gallegos and Chief Compliance Officer Eric Kleinschmidt. It has 32 employees, 5 of them in advisory roles.
Leadership
Leland ClemonsChief Executive Officer/Founder
Joanna GallegosChief Operating Officer- Eric KleinschmidtChief Compliance Officer
Staff
- 32 employees
- 5 in advisory functions
- 3 state-registered reps
- 15 broker-dealer reps
- Owns 50% to 75% of Bondbloxx Investment Management Corporation
Leland Clemons
Control person · since June 2021
Bondbloxx Investment Management’s regulatory assets grew 183.4× from $39.5M (March 2022) to $7.24B (March 2026); clients rose from 7 to 27 and employees from 8 to 32.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $7.24B | 27 | 32 | 1 |
| May 2025 | $3.43B | 25 | 28 | 1 |
| March 2024 | $2.51B | 20 | 21 | 1 |
| March 2023 | $546M | 19 | 15 | 1 |
| March 2022 | $39.5M | 7 | 8 | 1 |
Besides its headquarters, Bondbloxx Investment Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 700 Larkspur Landing Circle, Suite 250, LarkspurHQ
Contact and registration details
- Legal name
- Bondbloxx Investment Management Corporation
- Headquarters
- 700 Larkspur Landing Circle, Suite 250, Larkspur, CA 94939
- Website
- bondbloxxetf.com
- Phone
- 800-896-5089
- @bondbloxxetf
- SEC file
- 801-122836
- Structure
- Delaware corporation
- Fiscal year end
- December
Bondbloxx Investment Management does not have custody of client assets.
How many clients does Bondbloxx Investment Management have?
Bondbloxx Investment Management has 27 clients and manages $7.24 billion for them, as of March 2026. They include 27 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Bondbloxx Investment Management offer?
Bondbloxx Investment Management provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bondbloxx Investment Management have?
Bondbloxx Investment Management has 3 investment adviser representatives registered with state securities authorities, out of 32 employees, and 5 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Bondbloxx Investment Management?
Bondbloxx Investment Management’s direct owner is Leland Clemons (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Bondbloxx Investment Management get paid?
Bondbloxx Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bondbloxx Investment Management?
Bondbloxx Investment Management’s main office is at 700 Larkspur Landing Circle, Suite 250, Larkspur, CA 94939. Its phone number is 800-896-5089. Its website is bondbloxxetf.com.