Striving to be your trusted partner in Digital
Asset Management
Wave provides unique exposure to digital assets through multiple strategies registered with the US Securities & Exchange Commission as an investment adviser
Participate in one of the highest performing asset classes of the past decade*
Wave provides unique exposure to digital assets through multiple strategies registered with the US Securities & Exchange Commission as an investment adviser
Approximately $1,000,000,000
Assets Under Management
Wave Financial, a regulated digital assset manager with over $1 Billion of Assets Under Management.
Learn more about our current status incuding AUM at www.adviserinfo.sec.gov
WE WON
TADS AWARD
Worlds first international awards for tokenized assets and digitized securities
Index Fund
Wave Select 5 Digital Fund provides exposure to one of the best performing asset classes of the last 5 years
Income Fund
Wave Bitcoin Income and Growth Fund- A professionally risk-managed Bitcoin fund product designed to transform BTC volatility into stable yield
Real Asset Fund
Wave Whiskey 2020 Digital Fund, the world’s first tokenized whiskey barrel fund that captures value appreciation associated with the aging of Kentucky whiskey, designed to be recession resistant
Active VC Fund
Wealth Management
Your ultimate solution for digital asset portfolio management, combining custody, execution, and tailored investment strategies
Protocol Inventory Management
Advanced treasury solutions including managed liquidations, staking, and derivatives support - all provided by our 24/7 global trading team
Why us
A Registered Investment Advisor for Digital Assets
A proven track record
Our management team has top-tier experience in investment banking, asset management and global capital markets. We combine financial innovation with regulatory and compliance best practices, so you’re always covered.
Impressive Research-Based Returns
We we endeavor to lead the market in innovative, award-winning products such as derivative-based yields and tokenized assets. Wave offers a variety of investment strategies covering yield- and alpha-generation to indexed beta exposure.
World-Class Custody
Wave utilizes institutional grade qualified custodian services, helping investors to navigate the complex landscape of digital assets with a connected, compliant, and secure suite of solutions + best in class service providers.
Bespoke Client Services
White-glove solution to cater to any client needs. Our experts have the knowledge and expertise to professionally address any goal.
Our leadership
The Wave team is pioneering the bridge between traditional asset management and cutting edge technology
- Co-founder, Wave Financial
- 10+ years of operating experience leading fund operations including compliance, legal, investor relations, finance, HR, and product.
- Education: Yale University, B.A., cum laude, with Distinction in the Major. University of Chicago School of Law, J.D.
- Bar Admissions: California
- Over 15 years of experience as an auditor and trusted business advisor to emerging and established alternative and traditional asset managers
- Previously served as CFO of a boutique investment manager and Vice President of Finance of a large hedge fund manager
- Certified Public Accountant (California)
- B.A., with honors, Business Economics from UCLA
- Wall St veteran in global equities including derivatives, prime brokerage, research and capital markets
- Former Head of Derivatives and Synthetic sales at Bank of America Merrill Lynch.
- Former Equity Derivatives and Synthetic prime brokerage distribution at Credit Suisse
- MBA, Columbia Business School
- Series 3, 4, 7, 24, 63
- The intersection of traditional and digital art markets
- Historical provenance and relevance of non-fungible assets that exist on-chain
- Generative art, NFT Photography, gated content, and communities that utilize NFTs
The latest from Wave
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Venture Capitalist with $3 billion in exits, including Macromedia, Launch Media, Myspace, Nevenvision, Pulse, and Cognet
Co-Founder of Blockchain Capital, Tether, Block.One (EOS), Director of Bitcoin Foundation
Founder of Cardano & Co-Founder of Ethereum
Founder of TechCrunch and Arrington Capital
Advisory Board Wave Financial
Managing Partner, Insight Capital. VC / PE investor, complex special situations banker; McCourt Global, Blackstone, Citigroup