Valkyrie Bitcoin SMA

Gain exposure to bitcoin through a risk managed SMA.

 

 

Why Valkyrie SMA?

Daily Liquidity

Assets held by Qualified Custodian


Managed by a Registered Investment Advisor

Direct Ownership of Digital Assets


Seamless Integration

IRA Eligible


Active Management

Risk Managed Focus


 

Terms

Strategy
Risk Managed direct ownership of Bitcoin (BTC)
Investor Qualifications
Accredited and Non-accredited Investors through financial advisor
Managment Fee
1.50%
Platform Fee
0.75%
Redemptions
Daily; No withdrawal fee
SMA Platform
Gemini BITRA
Taxation
Pro forma 8949 statements are provided by TaxBit for clients with taxable activity*
Subscriptions
Accepted on an ongoing basis
IRA Eligible
VSMA may be IRA eligible from certain providers
Contributions
US bank wires and BTC only

 

Institutional Quality Partners

Custodian
Gemini
Legal Counsel
Chapman and Cutler LLP
Tax
TaxBit (through Gemini BITRIA)

 

Gain a further understanding of our products by viewing our collection of downloadable materials.

Fact Sheet

SMA Webinars

Become a Bitcoin investor with the Valkyrie Risk Managed Bitcoin SMA

 
 

Valkyrie Bitcoin SMA

Gain exposure to bitcoin through a risk managed SMA.


 

Why Valkyrie SMA?

Daily Liquidity

 

Assets held by Qualified Custodian

 

Managed by a Registered Investment Advisor

 

Direct Ownership of Digital Assets

 

Seamless Integration

 

IRA Eligible

 

Active Management

 

Risk Managed Focus


 

Terms

Strategy
Risk Managed direct ownership of Bitcoin (BTC)
Investor Qualifications
Accredited and Non-accredited Investors through financial advisor
Managment Fee
1.50%
Platform Fee
0.75%
Redemptions
Daily; No withdrawal fee
SMA Platform
Gemini BITRA
Taxation
Pro forma 8949 statements are provided by TaxBit for clients with taxable activity*
Subscriptions
Accepted on an ongoing basis
IRA Eligible
VSMA may be IRA eligible from certain providers
Contributions
US bank wires and BTC only

 

Institutional Quality Partners

Custodian
Gemini
Legal Counsel
Chapman and Cutler LLP
Tax
TaxBit (through Gemini BITRIA)

 

Gain a further understanding of our products by viewing our collection of downloadable materials.

Fact Sheet

Become a Bitcoin investor with the Valkyrie Risk Managed Bitcoin SMA

 
 

Valkyrie Bitcoin SMA

Gain exposure to bitcoin through a risk managed SMA.


 

Why Valkyrie SMA?

Daily Liquidity

 

Assets held by Qualified Custodian

 

Managed by a Registered Investment Advisor

 

Direct Ownership of Digital Assets

 

Seamless Integration

 

IRA Eligible

 

Active Management

 

Risk Managed Focus


 

Terms

Strategy
Risk Managed direct ownership of Bitcoin (BTC)
Investor Qualifications
Accredited and Non-accredited Investors through financial advisor
Managment Fee
1.50%
Platform Fee
0.75%
Redemptions
Daily; No withdrawal fee
SMA Platform
Gemini BITRA
Taxation
Pro forma 8949 statements are provided by TaxBit for clients with taxable activity*
Subscriptions
Accepted on an ongoing basis
IRA Eligible
VSMA may be IRA eligible from certain providers
Contributions
US bank wires and BTC only

 

Institutional Quality Partners

Custodian
Gemini
Legal Counsel
Chapman and Cutler LLP
Tax
TaxBit (through Gemini BITRIA)

 
 

Gain a further understanding of our products by viewing our collection of downloadable materials.

Fact Sheet

Become a Bitcoin investor with the Valkyrie Risk Managed Bitcoin SMA

 

This site is for informational purposes only. This information within it is not intended as an offer to sell, or the solicitation of an offer to buy any securities. Such offerings may only be made by prospectus and offering documents.

Carefully consider the risk factors, investment objectives, fees, expenses, and other information associated with before making an investment decision.

Investments in Decentralized Finance, or DeFi, are highly speculative, may be illiquid and involve a high degree of risk, uncertainty, and there is risk of the complete loss of the investment. As a result, the Fund may not be suitable for all investors who may meet the eligibility requirements to invest in the Fund. There is no guarantee that any specific outcome will be achieved.

The Fund is available only to accredited investors. Valkyrie does not offer tax, financial, accounting or legal advice.

The information set forth on this website does not purport to be complete, and is qualified in its entirety by reference to the definitive offering documents.

The Fund is not registered under the Securities Act of 1933, as amended (the “Securities Act”), the Securities Exchange Act of 1934, as amended (the “Securities Exchange Act”), the Investment Company Act of 1940, as amended (the “Investment Company Act”), or any state securities commission or other regulatory body.

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