CRD: 306768
Veritas Bitcoin Strategies, Llc. DBA Veritas Bitcoin Strategies
$24.2M Total AUM
$24.2M Disc. AUM
-- 3Y CAGR
3 Employees
57 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2020
- Office Locations
- 1
Office Locations
83 SW "K" St. Madras OR
About Veritas Bitcoin Strategies, Llc. DBA Veritas Bitcoin Strategies
Veritas Bitcoin Strategies, Llc. DBA Veritas Bitcoin Strategies is a Madras-based RIA. The firm has been operating for 6 years. Managing $24.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.2M AVG AUM / ADVISOR
$423.9K AVG AUM / CLIENT
6.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ERIC JONATHAN RUNGE
Chief Compliance Officer, Managing Member
- CRD
- #4988111
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,162,912 | $197,500 |
| Non-Discretionary | $0 | -- |
| Total | $24,162,912 | $197,500 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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Available | Asset class | Assets | Assets % |
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| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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