ABOUT US
Investment Advisers and Private Fund Managers: Offering crypto through an investment adviser has been historically challenging. We believe the recent pro crypto initiatives give firms an opportunity to re-assess if they will add digital asset offerings to their advisory services. We will work with you to identify and mitigate the risks related to offering crypto through an investment adviser. Services include: custody policy and best practices, AML policies tailored to crypto firms, preparing and submitting regulatory filings including the form ADV, form PF, form D, Blue Skys and more. Whether you are an exempt reporting adviser, preparing for State or SEC or a seasoned firm we will work with you to ensure compliance is tailored fit for your firm. During a regulatory exam, when you need us the
most, we are here to help guide you through the exam process.
OUR SERVICES
OVERVIEW
We have experience providing specialized crypto compliance support for retail investmemt advisers, private fund advisers, broker-dealer and trading firms.
POLICY
Being based in Washington D.C. means Crypto Regulatory Solutions is close to the regulatory changes occurring in the digital asset space. We will provide ongoing updates from the Hill on crypto bills and other regulatory changes.
EDUCATION
If your investment committee, due diligence committee or employees would benefit from crypto specific training and education we are here for you to help move an investment through the process and provide general or compliance training on
digital assets.
CRYPTO PROJECTS
AML services and review of marketing and adherence to local laws and regulations.