Coinlist Capital LLC (New York)

Name: Coinlist Capital LLC
Address: 335 Madison Avenue, New York, NY, 10017
Telephone: (212) 652-2235

Coinlist Capital LLC is a multi-state adviser based in New York. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Coinlist Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Coinlist Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Coinlist Capital serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Coinlist Capital is individuals with 1,546 clients and $0 of assets under management. Among the 1 most similar advisory firms, Coinlist Capital has the highest percentage of individuals out of all clients.

44% of the firm’s clients are foreign persons or businesses.

Coinlist Capital doesn't advise any private funds.

Careers at Coinlist Capital LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Anderson Bromberg	Chief executive officer & managing director	1 Oct 2017	Other	6887232
Paul Menchov	Chief compliance officer & managing director	1 Oct 2017	Other	6647101
Amalgamated Token Services Inc.	Member	1 Oct 2017	75% - 100%	30-1011196
Adrian Alexander Uberto	Chief compliance officer & managing director	1 Jan 2018	Other	5918975
Georgia Prussell Quinn	Chief legal officer	1 Jan 2018	Other	6919625
Douglas Michael Jacoby	Chief compliance officer	1 Nov 2018	Other	1991123

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Naval Ravikant	Member	1 Jul 2010	25% - 50%	6131644
Lazerbeam Megatainment Llc	Member	1 Nov 2010	25% - 50%	27-4237739
Kevin Laws	Manager	1 Jan 2015	Other	6341893
Lp Accomplice Fund I	Shareholder	1 Oct 2017	25% - 50%	47-3277500
Llc Angellist Holdings	Shareholder	1 Oct 2017	50% - 75%	80-0621532

Based in New York

The principal office where Coinlist Capital LLC performs its advisory services is located at 335 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 652-2235. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at coinlist.co/.