Institutional benchmark OS for crypto fund ICs
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Crypto-specific rules for custody, restricted assets, concentration, liquidity, and staking exposure.
Treasury / Institutional
Restricted asset screen
passNo proposed restricted asset buys.
Qualified custody
passAll holdings use approved custody venue.
Single asset concentration
passNo asset exceeds 40% of account.
Staking provider exposure
reviewETH staking exposure requires provider review.
Custody eligibility for buys
passAll proposed buys are custody eligible.
UMA / Balanced
Restricted asset screen
passNo proposed restricted asset buys.
Qualified custody
passAll holdings use approved custody venue.
Single asset concentration
passNo asset exceeds 40% of account.
Staking provider exposure
reviewETH, SOL staking exposure requires provider review.
Custody eligibility for buys
passAll proposed buys are custody eligible.
SMA / Growth
Restricted asset screen
blockRestricted exposure: EMHY
Qualified custody
reviewEMHY held in self-custody.
Single asset concentration
passNo asset exceeds 40% of account.
Staking provider exposure
reviewETH, SOL staking exposure requires provider review.
Custody eligibility for buys
passAll proposed buys are custody eligible.
