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BONDBLOXX
Legal name: BONDBLOXX INVESTMENT MANAGEMENT CORPORATION
CRD 317318File 801-122836
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.24B
Top 25% of cohort (national)
Discretionary AUM
$7.24B
Clients
27
27 accounts
Employees
32
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 9, 2021
- Principal office
- 700 LARKSPUR LANDING CIRCLE, SUITE 250, LARKSPUR, CA, 94939
- Phone
- 800-896-5089
- Website
- https://bondbloxxetf.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.24B
- Discretionary AUM
- $7.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 27
- Non-discretionary accounts
- 0
- Total accounts
- 27
- AUM per client
- $268.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 27 | $7.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 32 | increased by4 |
| Apr 1, 2026 | Clients | 25 | 27 | increased by2 |
| Apr 1, 2026 | AUM | $3,429,182,743 | $7,239,268,024 | increased by$3,810,085,281 |
| Apr 1, 2026 | Accounts | 25 | 27 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 28 | increased by20 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 25 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $39,473,000 | $3,429,182,743 | increased by$3,389,709,743 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7 | 25 | increased by18 |
| May 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | AUM | $0 | $39,473,000 | increased by$39,473,000 |
| Apr 1, 2022 | Accounts | 0 | 7 | increased by7 |
| Jan 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BONDBLOXX” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BONDBLOXX” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.