Firms by custodian
Registered investment advisers that custody at Coinbase Custody Trust
Search the full directory by firm name, city, state, CRD number or custodian.
3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Electric Capital Partners | Palo Alto, CA | $2.88B |
| Coinbase Asset Management | Stamford, CT | $840M |
| Stembrook Asset Management | Red Bank, NJ | $148M |
- Headquarters
- Palo Alto, CA
- Regulatory AUM
- $2.88B
- Headquarters
- Stamford, CT
- Regulatory AUM
- $840M
- Headquarters
- Red Bank, NJ
- Regulatory AUM
- $148M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Coinbase Custody Trust here says only what the filing says, and implies nothing about either firm's service.