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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

BONDBLOXX

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION, CRD 317318

LARKSPUR, CA

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:8bbb0edb-71a9-7b34-a011-6cb809ba90ed

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Nov 9, 2021 to Mar 26, 2026
11 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=15.0
Regulatory AUM: $7.2BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.2B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 32
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 27
SEC number: 801-122836
CRD: 317318
Filings on the tape: 11
First filed: Nov 9, 2021
Latest filed: Mar 26, 2026
Organised: Corporation, DE

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
Clemons, Leland, Carroll	CHIEF EXECUTIVE OFFICER/FOUNDER	B	yes	06/2021	Nov 9, 2021	Mar 29, 2024
GALLEGOS, JOANNA, MARIA	CHIEF OPERATING OFFICER/CO-FOUNDER	A	no	11/2021	Nov 9, 2021	Mar 29, 2024
KELLY, TONY, EDWARD	CO-FOUNDER	A	no	11/2021	Nov 9, 2021	Mar 29, 2024
KLEINSCHMIDT, ERIC, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	10/2022	Nov 18, 2022	Mar 29, 2024
MILLER, MARK, GEORGE	CO-FOUNDER	A	no	11/2021	Nov 9, 2021	Mar 29, 2024
O'Donnell, Brian, Richard	CO-FOUNDER	A	no	11/2021	Nov 9, 2021	Mar 29, 2024
SCHWARTZMAN, ELYA, MICHAEL	CO-FOUNDER	A	no	11/2021	Nov 9, 2021	Mar 29, 2024

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	Private funds	Fund GAV
2025	Mar 26, 2026	$7.2B	$7.2B	32	5	n/a	n/a
2024	Mar 31, 2025	$3.4B	$3.4B	28	4	n/a	n/a
2023	Mar 29, 2024	$2.5B	$2.5B	21	4	n/a	n/a
2022	Mar 31, 2023	$546M	$546M	15	3	n/a	n/a
2021	Mar 28, 2022	$39.5M	$39.5M	8	3	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
2025	$7.2B	$3.4B	111.1%	$546M	136.6%	32	28	0	0

Relationships

Registered with (2)

← ROBERT STEPHEN EATONAdvisorregistration: previous registration
Sep 13, 2024 to Dec 12, 2024factForm ADV
← Katherine AbbottAdvisorregistration: previous registration
Sep 13, 2024 to Dec 12, 2024factForm ADV

Owns (6)

← MILLER, MARK, GEORGEOwnerCO-FOUNDER, ownership code A, individual
Nov 9, 2021 to Mar 29, 2024factForm ADV
← SCHWARTZMAN, ELYA, MICHAELOwnerCO-FOUNDER, ownership code A, individual
Nov 9, 2021 to Mar 29, 2024factForm ADV
← KLEINSCHMIDT, ERIC, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 18, 2022 to Mar 29, 2024factForm ADV
← KELLY, TONY, EDWARDOwnerCO-FOUNDER, ownership code A, individual
Nov 9, 2021 to Mar 29, 2024factForm ADV
← O'Donnell, Brian, RichardOwnerCO-FOUNDER, ownership code A, individual
Nov 9, 2021 to Mar 29, 2024factForm ADV
← GALLEGOS, JOANNA, MARIAOwnerCHIEF OPERATING OFFICER/CO-FOUNDER, ownership code A, individual
Nov 9, 2021 to Mar 29, 2024factForm ADV

Controls (1)

← Clemons, Leland, CarrollOwnerCHIEF EXECUTIVE OFFICER/FOUNDER, ownership code B, individual
Nov 9, 2021 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Bondbloxx reported RAUM $7.2B, up 111% from $3.4B (2025-05-23 to 2026-03-26)
Form ADVobserved 6 days ago
$3.8B
Occurred
Mar 31, 2025
Regulatory AUM changed
Bondbloxx reported RAUM $3.4B, up 36% from $2.5B (2024-03-29 to 2025-03-31)
Form ADVobserved 6 days ago
$916M
Occurred
Dec 12, 2024
Advisor changed firm
Katherine Abbott left Bondbloxx for Capital Client Group, Inc. (registered 2025-01-14)
Form ADVobserved 6 days ago
Occurred
Dec 12, 2024
Advisor changed firm
Robert Stephen Eaton left Bondbloxx for Northern Trust Investments, Incorporated (registered 2024-11-05)
Form ADVobserved 6 days ago
Occurred
Sep 27, 2023
Regulatory AUM changed
Bondbloxx reported RAUM $2.1B, up 285% from $546.5M (2023-03-31 to 2023-09-27)
Form ADVobserved 6 days ago
$1.6B
Occurred
Nov 9, 2021
First Form ADV filing
Bondbloxx filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8bbb0edb-71a9-7b34-a011-6cb809ba90ed
First observed: Nov 9, 2021
Last observed: Mar 26, 2026 5 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.

BONDBLOXX

BONDBLOXX INVESTMENT MANAGEMENT CORPORATION, CRD 317318

LARKSPUR, CA

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:8bbb0edb-71a9-7b34-a011-6cb809ba90ed

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Clemons, Leland, Carroll

CHIEF EXECUTIVE OFFICER/FOUNDER

yes

06/2021

Nov 9, 2021

Mar 29, 2024

GALLEGOS, JOANNA, MARIA

CHIEF OPERATING OFFICER/CO-FOUNDER

11/2021

Nov 9, 2021

Mar 29, 2024

KELLY, TONY, EDWARD

CO-FOUNDER

11/2021

Nov 9, 2021

Mar 29, 2024

KLEINSCHMIDT, ERIC, JOSEPH

CHIEF COMPLIANCE OFFICER

10/2022

Nov 18, 2022

Mar 29, 2024

MILLER, MARK, GEORGE

CO-FOUNDER

11/2021

Nov 9, 2021

Mar 29, 2024

O'Donnell, Brian, Richard

CO-FOUNDER

11/2021

Nov 9, 2021

Mar 29, 2024

SCHWARTZMAN, ELYA, MICHAEL

CO-FOUNDER

11/2021

Nov 9, 2021

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$7.2B

n/a

2024

Mar 31, 2025

$3.4B

n/a

2023

Mar 29, 2024

$2.5B

n/a

2022

Mar 31, 2023

$546M

n/a

2021

Mar 28, 2022

$39.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$7.2B

$3.4B

111.1%

$546M

136.6%