Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings

Bitcoin and broader crypto adoption accelerate as RIAs seek direct ownership, automated tax-loss harvesting and seamless transfer of held-away assets

NEW YORK--(BUSINESS WIRE)--Eaglebrook, an investment platform that provides registered investment advisors (RIAs) with direct access to bitcoin and other digital assets, today announced it has surpassed $400 million in assets under management (AUM) while delivering $52 million in tax savings to clients since its launch in March 2021. The milestone reflects accelerating adoption of Eaglebrook’s investment platform, which was built around tax-managed separately managed accounts (SMAs) and is now trusted by 90 RIA partners who oversee $1.7 trillion in assets.

Eaglebrook’s industry-leading solution is used by top RIAs including Mariner Wealth Advisors, CAPTRUST, Dynasty Financial Partners and Savant Wealth Management. By offering direct ownership, tax-optimized strategies and secure custody, Eaglebrook has established itself as the crypto-for-advisors platform of choice.

“Surpassing $400 million in assets reflects the growing demand for access to bitcoin and other digital assets among advisors as well as the real value Eaglebrook delivers through our technology,” said Chris King, Founder and CEO of Eaglebrook. “Our mission since day one has been to provide advisors with a frictionless, tax efficient and compliant way to integrate digital assets across client portfolios. As bitcoin gains mainstream acceptance, we have seen a tremendous pickup in activity and deal velocity. We are excited to be at the forefront as institutional adoption ramps up.”

Key features of Eaglebrook’s crypto investment platform include:

• Automated Tax-Loss Harvesting. With no wash-sale rule for bitcoin and ethereum, advisors can maximize tax efficiency. Eaglebrook’s automated system identifies and executes tax-loss harvesting opportunities efficiently, helping clients capture meaningful tax savings.
• Held-Away Digital Asset Management. Advisors can transfer clients’ self-directed crypto holdings from online brokerages or hardware wallets into professionally managed portfolios without triggering a taxable event. The platform integrates with leading reporting systems including Black Diamond, Orion, Addepar and other major reporting platforms.
• Direct Bitcoin Ownership. Unlike Bitcoin ETFs, which provide indirect exposure and may introduce tracking difference, Eaglebrook enables direct ownership of bitcoin and other digital assets. Client assets are held with qualified custodians Anchorage Digital and Gemini, providing institutional-grade security.

For more information about Eaglebrook, visit eaglebrook.com.

About Eaglebrook

Eaglebrook is an investment platform that provides RIAs with direct access to bitcoin and digital assets. The firm operates one of the largest SMA platforms in the crypto market. Eaglebrook's investment platform offers access to tax optimized bitcoin and digital asset separately managed accounts (SMAs) and third-party investment manager strategies held at an institutional qualified custodian.