DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••••• I••••••••• M••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Sep 7, 2022 · 12 filings
SEC status approved since Sep 27, 2022
RAUM
$722M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$722M
derived; firm RAUM over IAPD count
Employees
26
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$722M as of Jun 30, 2026
Mar 31, 2023$17.5M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 31, 20230 then
Employees (5.A)26 as of Jun 30, 2026
Mar 31, 202313 then
Private funds1 as of Jun 30, 2026
Mar 31, 20232 then
RAUM +965% over the last fiscal year+246% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $722MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $51.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 26.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +639%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Custody
- $23.8M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$698M97%
- Pooled investment vehicles$23.8M3.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $23.8M for 3 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••••• M••Chartered Financial Analyst | San Francisco, Ca | Oct 14, 2025 | 23 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••••• M•• from L••••••• G••••• A•••••••Oct 14, 2025 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• M••••••••• A•••• M••••• F••• L••• | Hedge Fund | $23.4M | 13 | Jan 25, 2023 |
| B•••••• U•• I••••• F•••• L•• | Other Private Fund | $0 | 0 | Sep 7, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• J••••••• R••• · Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
- D••••••• K••••••••• B•••• · General Counsel And Vice Presidentcontrolsince 02/2022 · owns less than 5%
- F•••••• P•••• E••••• · Chief Operating Officercontrolsince 02/2022 · owns less than 5%
- H••••••• H••••• · President, B•• M••••••• L••controlsince 02/2022 · owns less than 5%
Entity owners
- B•• M••••••• L•• · M••••••direct · owns less than 5%
- B•••••• A•••• M••••••••• I••• · Memberindirect · owns 75% or more of B•• M••••••• L••
Related persons
Schedule D 7.A
- B•• M••••••• L••pooled vehicle sponsory
- B•••••• M••••••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Mar 20, 2026employees (Item 5.A) moved from 11.0 to 24.0 (+118.0%) between the annual amendments of 2025-03-10 and 2026-03-20; the peer median change was 0.0% (394 comparable advisers, 100.0th percentile of changes)peers: ASSET_M••••••, $500M to $1B (394) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 20, 2026RAUM (Item 5.F) moved from $67,752,562 to $500,786,292 (+639.0%) between the annual amendments of 2025-03-10 and 2026-03-20; the peer median change was +8.0% (672 comparable advisers, 100.0th percentile of changes)peers: ASSET_M••••••, $500M to $1B (672) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 15 to 14Mar 20, 2026 to Jun 30, 2026
- Advisory employees · 8 to 6Mar 20, 2026 to Jun 30, 2026
- Advisory activities · 4 to 5Mar 20, 2026 to Jun 30, 2026
- Assets in custody · $58.0M to $23.8MMar 20, 2026 to Jun 30, 2026
- Employees · 24 to 26Mar 20, 2026 to Jun 30, 2026
- Discretionary RAUM · $501M to $722MMar 20, 2026 to Jun 30, 2026
- Pooled vehicle RAUM · $30.0M to $23.8MMar 20, 2026 to Jun 30, 2026
- RAUM · $501M to $722MMar 20, 2026 to Jun 30, 2026
- Accounts · 7 to 15Sep 23, 2025 to Mar 20, 2026
- Advisory employees · 7 to 8Sep 23, 2025 to Mar 20, 2026
- Advisory activities · 2 to 4Sep 23, 2025 to Mar 20, 2026
- Assets in custody · $31.6M to $58.0MSep 23, 2025 to Mar 20, 2026
- Employees · 11 to 24Sep 23, 2025 to Mar 20, 2026
- Discretionary RAUM · $67.8M to $501MSep 23, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $31.6M to $30.0MSep 23, 2025 to Mar 20, 2026
- RAUM · $67.8M to $501MSep 23, 2025 to Mar 20, 2026
- Assets in custody · $23.4M to $31.6MMar 27, 2024 to Mar 10, 2025
- Employees · 12 to 11Mar 27, 2024 to Mar 10, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 10, 2025
- Discretionary RAUM · $37.2M to $67.8MMar 27, 2024 to Mar 10, 2025
- Pooled vehicle RAUM · $23.4M to $31.6MMar 27, 2024 to Mar 10, 2025
- RAUM · $37.2M to $67.8MMar 27, 2024 to Mar 10, 2025
- Accounts · 6 to 7Jun 28, 2023 to Mar 27, 2024
- Pooled vehicle clients · 4 to 3Jun 28, 2023 to Mar 27, 2024
- Assets in custody · $16.7M to $23.4MJun 28, 2023 to Mar 27, 2024
- Employees · 13 to 12Jun 28, 2023 to Mar 27, 2024
- Private funds · 2 to 1Jun 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $17.5M to $37.2MJun 28, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $16.2M to $23.4MJun 28, 2023 to Mar 27, 2024
- RAUM · $17.5M to $37.2MJun 28, 2023 to Mar 27, 2024
- Assets in custody · unset to 16678407.0Mar 31, 2023 to Apr 7, 2023
- Custody of client assets · false to trueMar 31, 2023 to Apr 7, 2023
- Accounts · 3 to 6Jan 25, 2023 to Mar 31, 2023
- Advisory employees · 5 to 7Jan 25, 2023 to Mar 31, 2023
- Pooled vehicle clients · 2 to 4Jan 25, 2023 to Mar 31, 2023
- Employees · 11 to 13Jan 25, 2023 to Mar 31, 2023
- Discretionary RAUM · $27.5M to $17.5MJan 25, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $26.1M to $16.2MJan 25, 2023 to Mar 31, 2023
- RAUM · $27.5M to $17.5MJan 25, 2023 to Mar 31, 2023
- Accounts · 2 to 3Sep 8, 2022 to Jan 25, 2023
Signals
3 dated events
- B•••••• I••••••••• M••••••• L•• reported RAUM $721.8M, up 44% from $500.8M (2026-03-20 to 2026-06-30)Jun 30, 2026 · RAUM change · derived
- B•••••• I••••••••• M••••••• L•• reported RAUM $500.8M, up 639% from $67.8M (2025-09-23 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- B•••••• I••••••••• M••••••• L•• filed its initial SEC registration (Form ADV)Sep 7, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bitwise-asset-managementreportedpublic record, Form ADV, Sep 19, 2026
- Website
- bitwiseinvestments.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 415-707-3663reportedpublic record, Form ADV, Jun 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- ASSET M••••••deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $722Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026