DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

OLLIV

COINFLIP INVESTMENT ADVISOR LLC, CRD 324079

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0caf1b1c-276f-bc16-b9eb-55d1db20db4b

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 18, 2022 to Mar 30, 2023
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
SEC number: 801-127066
CRD: 324079
Filings on the tape: 4
First filed: Nov 18, 2022
Latest filed: Mar 30, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Kavanagh, Colleen, Elizabeth	CHIEF COMPLIANCE OFFICER	Na	yes	11/2022	Nov 18, 2022	Mar 30, 2023
POLOTSKY, DANIEL, DAVID	Founder	C	yes	05/2021	Nov 18, 2022	Mar 30, 2023
COINFLIP LLC	PARENT COMPANY	E	no	05/2021	Nov 18, 2022	Mar 30, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tampa	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	n/a	n/a	2	1	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	n/a	n/a	n/a	n/a	n/a	2	n/a	1	n/a

Relationships

Controls (2)

← POLOTSKY, DANIEL, DAVIDOwnerFOUNDER, ownership code C, individual
Nov 18, 2022 to presentfactForm ADV
← Kavanagh, Colleen, ElizabethOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 18, 2022 to presentfactForm ADV

Owns (1)

← COINFLIP LLCOwnerPARENT COMPANY, ownership code E, domestic entity
Nov 18, 2022 to presentfactForm ADV

Dated events

Occurred
Nov 18, 2022
First Form ADV filing
Coinflip Investment Advisor Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0caf1b1c-276f-bc16-b9eb-55d1db20db4b
First observed: Nov 18, 2022
Last observed: Mar 30, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OLLIV

COINFLIP INVESTMENT ADVISOR LLC, CRD 324079

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0caf1b1c-276f-bc16-b9eb-55d1db20db4b

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:52 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Kavanagh, Colleen, Elizabeth

CHIEF COMPLIANCE OFFICER

yes

11/2022

Nov 18, 2022

Mar 30, 2023

POLOTSKY, DANIEL, DAVID

Founder

yes

05/2021

Nov 18, 2022

Mar 30, 2023

COINFLIP LLC

PARENT COMPANY

05/2021

Nov 18, 2022

Mar 30, 2023

City

State

Country

Employees

Also broker-dealer

Tampa

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

n/a