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BITWISE INVESTMENT MANAGER, LLC
CRD 317943File 801-126704
APPROVED
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$721.8M
Above cohort median (national)
Discretionary AUM
$721.8M
Clients
14
14 accounts
Employees
26
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 27, 2022
- Principal office
- 250 MONTGOMERY STREET, SUITE 200, SAN FRANCISCO, CA, 94104
- Phone
- 415-707-3663
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $721.8M
- Discretionary AUM
- $721.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $51.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 11 | $698.0M |
| Pooled investment vehicles | 3 | $23.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 24 | 26 | increased by2 |
| Jul 1, 2026 | Clients | 15 | 14 | decreased by1 |
| Jul 1, 2026 | AUM | $500,786,292 | $721,822,353 | increased by$221,036,061 |
| Jul 1, 2026 | Accounts | 15 | 14 | decreased by1 |
| Apr 1, 2026 | Employees | 11 | 24 | increased by13 |
| Apr 1, 2026 | Clients | 7 | 15 | increased by8 |
| Apr 1, 2026 | AUM | $67,752,562 | $500,786,292 | increased by$433,033,730 |
| Apr 1, 2026 | Accounts | 7 | 15 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 11 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 7 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,857,403 | $67,752,562 | increased by$56,895,159 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 7 | increased by5 |
| Oct 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 “BITWISE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BITWISE INVESTMENT” 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.