OLLIV

COINFLIP INVESTMENT ADVISOR LLC Legal Name

Adviser information for OLLIV last updated from Form ADV on March 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
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 No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
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

Services

Advisory Services LIMITED PORTFOLIO ALLOCATION RECOMMENDATIONS BASED ON CLIENT PROFILE.
Compensation Subscription feesFixed fees

Identifiers

SEC RIA File Number 801-127066
SEC ERA File Number 801-127066
SEC CIK Numbers None
SEC CRD Numbers 324079
Legal Entity Identifier None

Principal Office

433 W. VAN BUREN STREET, SUITE 1050N
CHICAGO
IL
United States
Monday - Friday, 9AM-5PM
Tel: (630) 303-4079, Fax: None

Websites

Chief Compliance Officer

COLLEEN KAVANAGH
CHIEF LEGAL OFFICER
433 W VAN BUREN ST.
SUITE 1050N
CHICAGO
IL
United States
Tel: (630) 303-4079
(Full email address available in API data)

Regulatory Contact

JULIE HARTLEY
ASSISTANT GENERAL COUNSEL
433 W VAN BUREN ST
SUITE 1050N
CHICAGO
IL
United States
Tel: (630) 303-4079
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
COINFLIP LLC Domestic Entity PARENT COMPANY 05/2021 > 75%
POLOTSKY, DANIEL, DAVID Individual COINFLIP LLC FOUNDER 05/2021 25-50%
Kavanagh, Colleen, Elizabeth Individual CHIEF COMPLIANCE OFFICER 11/2022 < 5%

No. Employees, Historic

10502022202320242 on 11/18/20222 on 12/6/20222 on 12/6/20222 on 3/30/2023