Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings
Eaglebrook, an investment platform that provides registered investment advisors (RIAs) with direct access to bitcoin and other digital assets, today announced it has surpassed $400 million in assets under management (AUM) while delivering $52 million in tax savings to clients since its launch in March 2021. The milestone reflects accelerating adoption of Eaglebrook’s investment platform, which was built around tax-managed separately managed accounts (SMAs) and is now trusted by 90 RIA partners who oversee $1.7 trillion in assets.
Eaglebrook Celebrates Five Years, Establishes Brand as Leading Digital Asset Investment Platform for Independent Wealth Managers
Eaglebrook, a crypto investment platform that provides registered investment advisors (RIAs) with direct access to digital assets, today celebrates five years in business after incorporating as an RIA in June 2019. Since transitioning its focus to building crypto separately managed accounts (SMAs) designed for independent wealth managers, the platform has accumulated over $225 million in assets under management. It has also established partnerships with more than 70 wealth management firms, including Clearstead, Dynasty Financial Partners and Mariner Wealth Advisors.
Eaglebrook Advisors Introduces Managed Bitcoin and Ethereum Separately Managed Account Strategy in Partnership with Franklin Templeton
Eaglebrook, a digital asset investment platform that provides registered investment advisors (RIAs) with direct access to bitcoin and other digital assets, today announces the launch of the Franklin Templeton Digital Asset Dynamic BTC/ETH separately managed account (SMA) strategy. This strategy, which is specifically designed for RIAs and U.S.-based wealth managers, is available on Eaglebrook’s Digital Asset SMA Platform and invested assets will be custodied at Anchorage Digital.
Geneos Wealth Management Integrates Eaglebrook’s Crypto SMAs Into RIA Investment Platform
Eaglebrook, a crypto investment platform that provides registered investment advisors (“RIAs”) with direct access to bitcoin and digital assets, today announces the addition of its crypto separately managed accounts (SMAs) to the RIA investment platform of Geneos Wealth Management (“Geneos”). Based in Denver, Geneos is a hybrid RIA overseeing over $10 billion in assets. Its RIA platform has $5 billion in regulatory assets under management (RAUM) and $2 billion in assets under administration. Partnering with Eaglebrook expands Geneos’ selection of Bitcoin and digital asset investment strategies available to its advisors and clients.
