SMA Strategies
Bitwise 10 Crypto Index Strategy
The Bitwise 10 Crypto Index Strategy provides diversified access to the leading crypto assets, screened for certain risks and weighted by market cap, through a strategy well suited to financial professionals. With separately managed accounts an investor directly owns all of the crypto assets in the account (unlike with a fund or pooled investment vehicle). The crypto assets are held by Gemini, a fiduciary and qualified custodian, and can be easily monitored and managed by advisors. Available to investors on the Eaglebrook platform.
Documents
Please see additional product-specific disclosures in the Fact Sheet.
Benchmark Performance
As of: December 12, 2024 9:00 PM UTC
Inception †
* Performance of an index is not illustrative of any particular investment. It is not possible to invest directly in an index. Index performance does not include the fees and expenses that are charged by the Manager, Platform, or Financial Advisor. An actual account may not hold all of the constituents of the Index, as SMA holdings are subject to the availability of the assets on the Eaglebrook platform. Past performance is not a guarantee of future performance. Please refer to additional important disclosures here.
† “Since Inception” refers to performance since Index inception. Bitwise 10 Large Cap Crypto Index inception date: November 22, 2017. Bitwise 10 Crypto Index Strategy inception date: March 28, 2023.
Index Constituents*
As of: December 12, 2024 9:00 PM UTC
* After monthly rebalances there may be a delay in changes being reflected here. An actual account may not hold all of the Index constituents, as SMA holdings are subject to the availability of the assets on the Eaglebrook platform.
Index and Strategy
Index
Bitwise 10 Large Cap Crypto Index*
Strategy
Rules-Based, Passive
Rebalance
Monthly
Methodology
See methodology here.
* The custodian that the client selects may not support all of the assets in the index. As a result an actual account may not hold all of the index constituents.
Key Facts
Minimum Investment
$10,000
Liquidity
Daily*
Asset Class
Crypto Assets
Investor Qualifications
Must be a client of an RIA on the Eaglebrook Platform
* Investment deposits and withdrawals will be processed on a daily basis.
Fees and Expenses
Expense Ratio
1.49%*
Performance Fee
0%
* As of May 1, 2024.
Details
Attorney
Wilson Sonsini Goodrich & Rosati
Tax
Eaglebrook
Custodian
Gemini or Anchorage
Manager
Bitwise Investment Advisers, LLC
SMA Platform
Eaglebrook
Offer Summary
Separately managed account
Taxation
Investor has direct ownership of crypto assets. Pro forma 8949 statements are provided for clients with taxable activity.
Contributions
U.S. bank wires, BTC, or ETH only
Become an investor in the Bitwise 10 Crypto Index Strategy today.
The Bitwise 10 Crypto Index Strategy is a smart and convenient way for advisors to gain broad exposure to the leading investable crypto assets by market cap. No accreditation is required. Investors must place investments through their financial advisor. Please connect with our team for more information.