Cooper Michaelis is a registered investment advisor at Grayscale Advisors, based in Stamford, CT, with 7 years of industry experience. Cooper operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Grayscale Advisors does not directly manage investments for individual investors. They manage exchange-traded funds (ETFs) and private funds.
For the Grayscale Dynamic Income Fund, the annual management fee is 0.5% of the fund's digital assets. There is also a performance fee of 10% of net capital appreciation.
Location
290 Harbor Drive, 4th Floor, Stamford, CT, 06902
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Cooper is an associate in operations at Grayscale Operating, LLC, the parent company to his firm, dedicating nearly full-time hours to this role. This activity is investment-related.
Employment History
Current Registrations
Grayscale Advisors
Grayscale Securities, LLC
Grayscale Securities, LLCBroker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations1 state
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.