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Eaglebrook Advisors
Crypto Investment Platform for Wealth Managers | Eaglebrook is a technology company that provides RIAs with direct access to bitcoin and digital assets.
Eaglebrook Advisors
Crypto Investment Platform for Wealth Managers | Eaglebrook is a technology company that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA Platforms in the crypto market. Eaglebrook is an SEC-registered investment advisor that works with over 50 RIAs and has over 650 financial advisors using Eaglebrook’s SMA Platform.
General information
Firm type
Asset Manager
Frequently asked questions
Who makes investment decisions at Eaglebrook Advisors?
The firm does not publicly disclose named principals or an investment committee. As a registered investment advisor, decisions are likely made by a team of portfolio managers and advisors with expertise in digital assets.
What types of clients does Eaglebrook Advisors serve?
Eaglebrook targets high-net-worth individuals and families seeking exposure to cryptocurrencies. It operates as an RIA, suggesting services are tailored to accredited investors rather than retail clients.
How does Eaglebrook Advisors source its investment strategies?
The firm relies on in-house research into blockchain fundamentals, market trends, and regulatory developments. It constructs portfolios either directly through token purchases or via third-party products like Grayscale trusts.
Does Eaglebrook Advisors engage in fund commitments or direct deals?
The firm primarily creates custom direct portfolios of cryptocurrencies for clients. There is no evidence it participates in venture capital or private fund commitments.
What is the firm's geographic focus?
Eaglebrook's known operations are within the United States. The regulatory landscape for crypto varies by jurisdiction, and the firm's advisory model appears limited to U.S.-based clients.
How is Eaglebrook Advisors different from a traditional family office?
Eaglebrook focuses exclusively on digital assets as a core allocation, unlike traditional family offices that diversify across equities, real estate, and private equity. This niche requires specialized blockchain and crypto market expertise.
What known partnerships has Eaglebrook Advisors formed?
The firm announced a partnership with a digital asset custody provider in 2022 to secure client holdings. Additional partnerships are not publicly detailed.
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