WISDOMTREE DIGITAL MANAGEMENT, INC.
Adviser information for WISDOMTREE DIGITAL MANAGEMENT, INC. last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $18.9M |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $18.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $18.9M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-126387 |
|---|---|
| SEC ERA File Number | 801-126387 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322139 |
| Legal Entity Identifier | 254900GHSKACX57PM312 |
Principal Office
250 WEST 34TH STREET, 3RD FLOORNEW YORK
NY
United States
Monday - Friday, 9:00AM TO 5:30PM
Tel: 212-801-2080, Fax: None
Chief Compliance Officer
TERRY JANE FELD
HEAD OF U.S. COMPLIANCE
250 WEST 34TH STREET
3RD FLOOR
NEW YORK
NY
United States
Tel:
917-267-3777
T****@*************M
(Full email address available in API data)
Regulatory Contact
DEREK IBSCH
DEPUTY CHIEF COMPLIANCE OFFICER
250 WEST 34TH STREET
3RD FLOOR
NEW YORK
NY
United States
Tel:
917-267-3707
D*****@*************M
(Full email address available in API data)
Industry Affiliates
| WISDOMTREE ASSET MANAGEMENT, INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| WISDOMTREE DIGITAL TRUST COMPANY, LLC | Trust company |
| WISDOMTREE IRELAND LIMITED | Other investment adviser, including financial planners |
| WISDOMTREE SECURITIES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| WISDOMTREE U.K. LIMITED | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WISDOMTREE DIGITAL HOLDINGS, INC. | Domestic Entity | – | STOCKHOLDER | 05/2021 | > 75% |
| FELD, TERRY, JANE | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2022 | < 5% |
| EDMISTON, BRYAN, JOSEPH | Individual | – | CHIEF FINANCIAL OFFICER AND TREASURER | 07/2021 | < 5% |
| PECK, WILLIAM, BRADLEY | Individual | – | CHIEF EXECUTIVE OFFICER AND PRESIDENT | 05/2022 | < 5% |
| LOUVAR, RYAN, MATTHEW | Individual | – | CHIEF LEGAL OFFICER AND SECRETARY | 05/2022 | < 5% |
| SCHWARTZ, JEREMY, D | Individual | – | CHIEF INVESTMENT OFFICER | 05/2022 | < 5% |
| BELL, STUART, MICHAEL | Individual | – | CHIEF OPERATING OFFICER | 05/2022 | < 5% |
| WISDOMTREE, INC. | Domestic Entity | WISDOMTREE DIGITAL HOLDINGS, INC. | STOCKHOLDER | 05/2021 | > 75% |