JM
CFA
JM
CFA

Jonathan Man

17 Years of Experience
Pflugerville, TX

Jonathan Man is a CFA-designated registered investment advisor at Bitwise Investment Manager, LLC, based in Pflugerville, TX, with 17 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 7 clients with $68M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$67.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Pflugerville, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Beginning in March 2024, Jonathan serves as a Partner on the investment committee of Pivot Global, a crypto venture syndicate. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Bitwise Investment Manager, LLC
October 2025 - Present · 7 mos
Previous Registrations
Lionsoul Global Advisors
August 2024 - August 2025 · 1 yr
Cibc World Markets CORP.Broker
November 2003 - June 2020 · 16 yrs 7 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.