Salt Blockchain Asset Partners, LLC (Denver)

Name: Salt Blockchain Asset Partners, LLC
Address: 707 17 Th Street, Denver, CO, 80202
Telephone: (303) 243-5018

Salt Blockchain Asset Partners, LLC is an adviser based in Denver. It manages $31.44 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Colorado.

Salt Blockchain Asset Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Salt Blockchain Asset Partners: assets under management

The assets under management (AUM) of Salt Blockchain Asset Partners, LLC is $31.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $31.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.72 million each.

Salt Blockchain Asset Partners has custody of $31.44 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Salt Blockchain Asset Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Salt Blockchain Asset Partners serves?

The only and largest group of clients of Salt Blockchain Asset Partners is pooled investment vehicles with 2 clients and $31.44 million of assets under management. Among the 3 most similar advisory firms, Salt Blockchain Asset Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $31.44 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Salt Blockchain Asset Partners also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Salt Blockchain Asset Partners, LLC

The company employs 12 people that are either part- or full-time employees. 8 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Gregory L Bell has served as the Chief Investment Officer since 1 Aug 2017. Anthony Raymond Bosch joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory L Bell	Chief investment officer	1 Aug 2017	Other	5747739
Inc. Salt Lending Holdings	Member	1 Aug 2017	75% - 100%	81-4029835
Matthew Stephen Hardin	Chief compliance officer	1 Oct 2017	Other	2366634
Marcus Cole Mccain	Chief compliance officer	1 Apr 2018	Other	5279394
Anthony Raymond Bosch	Chief compliance officer	1 Nov 2018	Other	4333203

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Shawn Owen	Shareholder	1 Sep 2016	25% - 50%	6946047

Based in Denver

The principal office where Salt Blockchain Asset Partners, LLC performs its advisory services is located at 707 17 Th Street, Denver, CO 80202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (303) 243-5018. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at s-bam.com.