Digital Asset Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,000,000
Clients
255
9% high-net worth
Advisors
2
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
128
Very HighAverage account size
$313,725
About
Digital Asset Investment Management provides investment management and related consulting primarily to high‑net‑worth and high‑income individuals, accredited investors, non‑profits, and institutions. Services center on portfolio management for digital assets and include integrated financial planning, project‑based consulting, educational offerings, and expert consulting and litigation support for third parties.
The firm follows a tactical allocation framework that emphasizes maintaining a core Bitcoin position while adjusting peripheral exposures based on crypto‑specific and macro factors, using a blend of fundamental and technical analysis and monitoring portfolios on an ongoing basis with a long multi‑decade horizon. The firm offers both discretionary and non‑discretionary engagements, may make short‑term allocation changes to seek incremental alpha, and enforces policies restricting transmission of client nonpublic data to third‑party AI platforms.
Compared with peers of similar size, the firm is notable for offering performance‑based fee arrangements to qualifying clients and for providing formal educational seminars and workshops—features that are uncommon among supported advisers. It also provides expert witness and litigation support on digital‑asset custody and operations and serves as a sub‑advisor on TAMP platforms, expanding its role beyond typical portfolio management for digital assets.
Client services
Fee options
Initial consultation/case evaluation fees range from $0 to $5,000; Educational services fixed fees negotiated per engagement.
$0 - $99,999.99: 2.5% annually $100,000 - $499,999.99: 2.0% annually $500,000 - $999,999.99: 1.5% annually $1,000,000 - $4,999,999.99: 1.25% annually $5,000,000+: 1.0% annually
Investment Project consulting fees range between $150 - $1,000 per hour; Expert consulting and litigation support services range between $150 and $1,000 per hour.
30% of gains above 20% quarterly, payable only to qualified clients meeting specified criteria.
Account minimum: $100,000 Minimum fee: Account initiation fee of $500 for accounts under $25,000 (waived if initial account size is over $25,000), account termination fee of $350.
Main office location
Digital Asset Investment Management
2000 Pga Blvd Suite 4440
Palm Beach Gardens FL 33408, United States
Number of offices
2
Most active in
California · Florida · Massachusetts · New Jersey · New York · Oregon · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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