Blockchain Capital, LLC

CRD#283610
Investment Advisor Firm

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Overview

Blockchain Capital, LLC operates as a financial advisor firm located in San Francisco, California. It administers $1.9 billion in assets across eight accounts, making it one of the biggest firms in the United States by assets under management (AUM). The company has a small team, including 13 financial advisors. Blockchain Capital, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments like options, stocks and bonds.

Blockchain Capital, LLC manages all of its accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments for the client's account are made by an investment advisor without needing the customer's authorization. Blockchain Capital, LLC's typical account size is $242.9 million. The typical advisor at Blockchain Capital, LLC manages fewer than one client account, making it one of the most personalized firms in the country.

Blockchain Capital, LLC’s central office is located at 440 Pacific Ave, San Francisco, California 94133. Blockchain Capital, LLC is allowed to serve customers in the state of California.

Assets Under Management

$1.9 billion

Number of Advisors

13

Disclosures

No

Office Location

440 Pacific Ave
San Francisco, CA 94133

Blockchain Capital, LLC by the Numbers

Total Assets Under Management

$1.9 billion

National Average: $9.0 billion
Total Number of Employees

21

National Average: 71,771
Total Number of Accounts

8

National Average: 4,329
Average Account Size

$242.9 million

National Average: $2.1 million

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Fee Structure

A financial advisor's fees typically are based on which services are offered. Fee types billed by the company can include the following fee structures: asset-based or performance-based. Blockchain Capital, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It caters to pooled investment vehicles. Out of its eight clients, Blockchain Capital, LLC's largest client is pooled investment vehicles. Around 50% of its customers reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Blockchain Capital, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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