# COINBASE ASSET MANAGEMENT, LLC

COINBASE ASSET MANAGEMENT, LLC of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 322174
- Type: SEC-registered investment adviser
- SEC file number: 801-126060
- Location: 2200 ATLANTIC STREET, SUITE 320, STAMFORD, CT, 06902
- Phone: (203) 489-1450
- Latest filing: 2026-07-22
- Regulatory AUM: $840.5M
- Discretionary AUM: $522.0M
- Non-discretionary AUM: $318.5M
- Clients: 14
- Accounts: 12

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [Charles Eric Peters](https://search.stillhousedata.com/person/665239) | CHIEF EXECUTIVE OFFICER | Stamford, CT |
| [Glenn Cardozo Cross](https://search.stillhousedata.com/person/688258) | CHIEF COMPLIANCE OFFICER | — |
| [Matt Joseph Lundy](https://search.stillhousedata.com/person/688259) | CHIEF OPERATING OFFICER; INTERIM CHIEF OPERATING OFFICER | — |
| [WILLIAMS DEBORAH ANN](https://search.stillhousedata.com/person/745779) | CHIEF COMPLIANCE OFFICER | — |
| [HOWARD ALAN ELDAD](https://search.stillhousedata.com/person/768578) | LIMITED PARTNER | — |
| [PETERS AULANA LOUISE](https://search.stillhousedata.com/person/788873) | TRUSTEE - THE CHARLES ERIC PETERS REVOCABLE TRUST AGREEMENT | — |
| [PETERS C ERIC](https://search.stillhousedata.com/person/797039) | CHIEF EXECUTIVE OFFICER; TRUSTEE - THE CHARLES ERIC PETERS REVOCABLE TRUST AGREEMENT | — |
| [BURGESS JASMINE CHRISTINA](https://search.stillhousedata.com/person/816263) | CHIEF OPERATING OFFICER | — |
| [WALLIN WILLIAM GERARD](https://search.stillhousedata.com/person/841369) | CHIEF COMPLIANCE OFFICER | — |
| [SMITH TIMOTHY ARMSTRONG](https://search.stillhousedata.com/person/852365) | CHIEF COMPLIANCE OFFICER | — |
| [CROSS GLENN CARDOZO](https://search.stillhousedata.com/person/883740) | CHIEF COMPLIANCE OFFICER | — |
| [LUNDY MATT JOSEPH](https://search.stillhousedata.com/person/883741) | INTERIM CHIEF OPERATING OFFICER | — |
| [Anthony Jacob Theos Bassili](https://search.stillhousedata.com/person/1565891) | PRESIDENT | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-06-06 | regulatory | ON JUNE 6, 2023, THE SECURITIES AND EXCHANGE COMMISSION FILED A COMPLAINT (THE "SEC COMPLAINT") IN THE SOUTHERN DISTRICT OF NEW YORK AGAINST COINBASE GLOBAL, INC. ("CBG") AND COINBASE INC. ("CBI") (23 CIV. 4738). CBG IS AN ADVISORY AFFILIATE OF COINBASE ASSET MANAGEMENT, LLC ("CBAM") BECAUSE CBAM IS… | Pending | — |
| 2023-06-06 | regulatory | ON JUNE 6, 2023, THE SECURITIES AND EXCHANGE COMMISSION FILED A COMPLAINT (THE "SEC COMPLAINT") IN THE SOUTHERN DISTRICT OF NEW YORK AGAINST COINBASE GLOBAL, INC. ("CBG") AND COINBASE INC. ("CBI") (23 CIV. 4738). CBG IS AN ADVISORY AFFILIATE OF COINBASE ASSET MANAGEMENT, LLC ("CBAM") BECAUSE CBAM IS… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322174/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322174/similar
- Related entities: https://search.stillhousedata.com/firm/322174/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322174

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.