The SMA Network

Expert Sub-Advisors to Jumpstart Your Digital Asset Journey

BITRIA SMA Partners

Our SMA partners have specific expertise in digital assets and the BITRIA Digital TAMP platform, and manage all aspects of your clients’ digital asset journey from onboarding through to portfolio management.

Each firm brings a unique approach and investment thesis to their model strategies. From RIAs with traditional backgrounds to digital-first asset managers with deep knowledge of the DeFi ecosystem. *Firms are listed in alphabetical order.

Arbor Digital

Firm Type: RIA

States Offered: All

Founded : 1996

SMA Founded : 2021

Arbor Digital’s True Digital Asset SMA™ offers portfolio solutions from direct exposure to Bitcoin and Ethereum only to broad diversification within Decentralized Finance and Gemini’s investable universe. Arbor Digital has paired their knowledge of Certificate in Blockchain and Digital Assets® along with their rich history in traditional finance to uniquely position them as your trusted partner in this complex and rapidly evolving space.

Digital Asset Investment Management

Firm Type: RIA

States Offered: All

Founded : 2018

SMA Founded : 2018

As the first licensed Investment Advisor for Bitcoin and Digital Assets, DAiM is uniquely positioned to work with Wealth Managers to gain exposure to digital assets, offering flexibility, security, yield, active management and 24/7 auditability, together with the ability to fulfill any compliance due diligence process. Your clients will benefit from direct digital asset exposure with the flexibility to customize and manage investments transparently and securely.

Gulfstream Digital

Firm Type: RIA

States Offered: All

Founded : 2013

SMA Founded : 2021

Gulfstream Digital provides institutions and high-net-worth individuals access to a diversified range of publicly-traded digital assets. The company  runs a fundamental, long only, predominantly discretionary strategy, using qualitative research and decision making. Gulfstream targets investments toward the most disruptive, scalable and promising blockchain applications and protocols. Gulfstream’s portfolio consists of projects across multIple financial and commercial use cases.

Honeycomb Digital

Firm Type: RIA

States Offered: All

Founded : 2021

SMA Founded : 2021

Honeycomb Digital Investments is an institutional grade investment firm focused on digital assets, leveraging decades of experience from the world of traditional securities. Honeycomb’s objective is to provide investors with opportunities to capture benefits from the upcoming growth and development of blockchain and its underlying ecosystem through SMA account solutions. 

Kingsly Capital Management

Firm Type: RIA

States Offered: All

Founded : 2020

SMA Founded : 2021

Kingsly Capital Management is a registered investment advisor that manages and sub-advises long-only digital asset portfolios across a variety of investment vehicles. With Kingsly’s thematic digital asset strategies, investors and advisors can choose the type of exposure that is best aligned with the goals and risk objectives of a portfolio.

Leavenworth Capital

Firm Type: RIA

States Offered: All

Founded : 2020

SMA Founded : 2020

Leavenworth Capital is a boutique investment firm that manages crypto assets for clients and advisors. We are results-driven and claim compliance with the Global Investment Performance Standards (GIPS®) which expresses our commitment to the highest standards of performance disclosure and client service. We use every opportunity to exceed client expectations through our investment performance and client interactions.

PM Squared Financial

Firm Type: RIA

States Offered: TX, OK, AR

Founded : 2019

SMA Founded : 2021

PM Squared Financial is a firm focused on providing advisory and investment services to businesses and families, including digital assets. The firm’s investments span the full range of blockchain and distributed ledger technology possibilities as they strive to provide clients with innovative strategies to achieve their income and growth needs through traditional securities as well as the development of blockchain and the cryptocurrency space.

Rubicon Crypto

Firm Type: RIA

States Offered: All

Founded : 2021

SMA Founded : 2021

Rubicon Crypto delivers common sense investment solutions to help you and your clients cross the digital divide.  Built by CFPs for RIAs. Our Brooklyn Bridge™ and Golden Gate™ portfolios solve the Advisor’s Crypto Dilemma with actively managed allocation to Bitcoin, DeFi and beyond. Gather more assets, Acquire new clients, and Distance yourself from the competition with Rubicon Crypto.

Willow Crypto

Firm Type: RIA

States Offered: All

Founded : 2009

SMA Founded : 2021

Willow is a Certified B-Corporation and Certified Women’s Business Enterprise that understands the humanitarian and social value unlocked by blockchain technology. Willow provides core exposure to the most promising crypto assets and infrastructure projects set to broaden adoption, further disintermediation, and improve accessibility, security, and scalability, while democratizing previously inaccessible parts of markets and the economy.

Need more information?

Our Team is Ready to Help