A long-only cryptocurrency hedge fund focused on outperforming Bitcoin & Ethereum

Problem: Altcoins drastically outperform Bitcoin and Ethereum during bull market cycles, but investors find it difficult to capitalize on these opportunities within a properly risk-managed framework.
Solution: A liquid token fund focused solely on altcoins, hand-selected and timed by an experienced trader to be held for a medium-term horizon of 2-5 years.
Mission: Outperform Bitcoin and Ethereum.
- With a total market cap of over $560 billion, our mission is to deliver venture-like portfolio returns for clients without the wait for a liquidity event such as an IPO or acquisition.

Trading Performance:

FTMO developed a unique 2-step Evaluation Process for traders. This Evaluation Process consists of an FTMO Challenge and a Verification and is specifically tailored to discover trading talents.
Jacob achieved the max allocation of $400,000, consisting of two $200,000 accounts.

Jacob helped service over $1.6bn AUM for ultra-high net worth clients & a handful of institutional accounts.
At Bank of America, Jacob mentored under John C. Barrett, a global institutional consultant.

Recognitions:

Forbes “America’s Top Wealth Management Teams Private Wealth” 2022, 2023

Barron's "Top 1,200 Financial Advisors: State-by-State" 2019, 2020, 2021, 2022, 2023

A significant portion of the fund's assets is maintained in pooled custodial accounts at Coinbase, a publicly traded and SEC-regulated cryptocurrency exchange.
As part of the risk management strategy, the fund's assets are stored in Coinbase Prime’s cold wallet, a service provided exclusively to institutional clients.
Coinbase Custody Trust Company is a fiduciary under New York state banking law and a Qualified Custodian. The systems and processes are regularly audited: Coinbase Custody Trust Company maintains SOC 1 Type II and SOC 2 Type II audits by Deloitte & Touche.