Investment adviser · CRD 291553
COINLIST CAPITAL
Investment adviser filing (IA)
COINLIST CAPITAL LLC
NEW YORK, NY, United States · Form ADV filed Dec 1, 2018
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,546 | $0 | Not reported |
| High-net-worth individuals | 339 | $0 | Not reported |
| Banks & thrifts | Fewer than 5 | $0 | Not reported |
| Retirement plans | Fewer than 5 | $0 | Not reported |
| Charities | Fewer than 5 | $0 | Not reported |
| Government entities | Fewer than 5 | $0 | Not reported |
| Other investment advisers | Fewer than 5 | $0 | Not reported |
| Insurance companies | Fewer than 5 | $0 | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | Not reported |
| Corporations & businesses | Fewer than 5 | $0 | Not reported |
| Other clients | 150 | $0 | Not reported |
Filing source
Form ADV 1255040 · Dec 1, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 1, 2018. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
335 MADISON AVENUE, 16TH FLOORNEW YORK, NY, 10017, United States
CRD 291553
Filing source
Form ADV 1255040 · Dec 1, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.