Sarson Funds

What Sarson Funds does

Sarson Funds, Inc. is a privately held, Indianapolis/Carmel, Indiana-based digital asset investment firm founded in 2018 that operates as a third-party marketing company under SEC Regulation D, Section 506(c), referring accredited investors to affiliated investment sponsors. The firm has built a platform of seven cryptocurrency investment fund strategies organized as limited partnerships and managed under Sarson Funds Investment Management, LLC-S: Fifth Khagan LP (Small Coin Strategy, multi-trader emerging small-cap crypto), Blockchain Momentum LP (Large Coin Strategy, rules-based top-10 large-cap diversification), AX Momentum LP (Crypto & Income Strategy, income from volatility), Cryptocurrency ESG Strategy LP (Web3 Innovation Leaders, AI/DePIN/RWA exposure), Decentralized AI LP (blockchain-AI infrastructure), plus Smartcrypto 15 Index LP and Stablecoin Index LP. The technology stack includes rules-based portfolio construction, quantitative momentum investing, daily NAV calculation, and an investor portal on NAV Fund Services.

The firm's GTM motion is hybrid: a sales-led, relationship-driven motion targeting RIAs, wealth managers, hedge funds, and family offices combined with a community-led motion through the American Crypto Academy and advisor certification, supported by content marketing (website, YouTube, newsletter, social), industry conference presentations, and a Financial Advisor Directory. Three IRA custodians (Equity Trust, Millennium Trust, Alto IRA) enable No-Fee Crypto IRAs. The business model charges a 2% annual management fee and 20% incentive allocation (most funds) billed quarterly in advance; the Smartcrypto 15 Index LP carries no performance fee. The minimum investment is $50,000, with a 90-day lock-up (180 days for Decentralized AI LP) and 7-day notice for month-end withdrawals. Sarson Funds is led by founder/CEO John Sarson, with a small team spanning investment, marketing, and research roles, and has raised only $70,000 in disclosed funding to date.

Name

Sarson Funds

Legal name

Sarson Funds, Inc.

Website

https://sarsonfunds.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Sarson Funds, Inc. is a privately held, Indiana-based third-party marketing firm (founded 2018) that refers accredited investors to affiliated cryptocurrency investment funds structured as SEC Regulation D, Section 506(c) LPs, targeting RIAs, family offices, hedge funds, and high-net-worth individuals with a $50,000 minimum.

Ownership category

akta.pro rank

Product category

Digital Asset Investment Management

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Active Crypto Asset Managers (Discretionary) (FSADAHAA)

akta.pro secondary industry

Crypto Index Providers & Benchmark Administrators (FSADAHAB)

Keywords

• Cryptocurrency investment funds
• Digital asset management
• Crypto hedge funds
• Blockchain investment strategies
• Crypto retirement accounts

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Management Fees: Sarson Funds charges a 2% annual management fee across all cryptocurrency investment funds (Blockchain Momentum LP, Fifth Khagan LP, AX Momentum LP, Cryptocurrency ESG Strategy LP, Decentralized AI LP, Smartcrypto 15 Index LP). Fees are calculated and billed on the calendar quarter in advance.
2. Performance/Incentive Allocation: Most funds charge a 20% incentive allocation calculated and billed quarterly (Blockchain Momentum LP, Fifth Khagan LP, AX Momentum LP, Cryptocurrency ESG Strategy LP, Decentralized AI LP). The Smartcrypto 15 Index LP has no incentive allocation. The 2% management fee and 20% performance fee structure is standard for crypto hedge funds.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Sarson Funds is a third-party marketing company that refers accredited investors to affiliated investment sponsors offering cryptocurrency and blockchain investment funds structured as separate limited partnerships. The firm's core product is a suite of actively managed crypto strategies covering small-cap, large-cap, income, ESG/Web3, and Decentralized AI themes, paired with no-fee Crypto IRAs and supported by institutional-grade daily NAV reporting, $50,000 minimums, and 30-day liquidity after a 90/180-day lock-up. Education for advisors and investors is delivered through the American Crypto Academy and Cryptocurrency 101/Crypto Certification programs.

Product overview

Sarson Funds is a digital asset investment firm offering a platform of cryptocurrency investment funds to accredited investors. The portfolio comprises five core actively managed strategies: Small Coin Strategy (Fifth Khagan LP) for emerging small-cap crypto, Large Coin Strategy (Blockchain Momentum LP) for top 10 large-cap diversification, Crypto & Income Strategy (AX Momentum LP) for income generation, Web3 Innovation Leaders (Cryptocurrency ESG LP) for AI/DePIN/RWA exposure, and Decentralized AI Strategy (Decentralized AI LP) focused on blockchain-based AI infrastructure. The platform also offers No-Fee Crypto IRAs through third-party custodians, alongside supplementary funds including Smartcrypto 15 Index LP and Stablecoin Index LP. The firm provides investor education through the American Crypto Academy and requires a $50,000 minimum investment across all strategies.

Differentiator

Problem solved

Functional benefit

Brands

• Small Coin Strategy: Multi-trader, multi-strategy product investing in undiscovered and emerging small-cap cryptocurrencies through Fifth Khagan LP
• Large Coin Strategy
• Crypto & Income Strategy
• Web3 Innovation Leaders
• Decentralized AI Strategy

Products and services

• Small Coin Strategy (Fifth Khagan LP) Multi-trader, multi-strategy fund seeking to maximize returns by investing in undiscovered and emerging small-cap cryptocurrencies; offered to accredited investors.
• Large Coin Strategy (Blockchain Momentum LP) Rules-based process to strategically diversify partnership capital across the top 10 large-cap cryptocurrencies; for accredited investors seeking diversified large-cap crypto exposure.
• Crypto & Income Strategy (AX Momentum LP) Strategy that turns cryptocurrency volatility into a useful feature by generating current income for investors; for accredited investors seeking yield from crypto markets.
• Web3 Innovation Leaders Strategy (Cryptocurrency ESG Strategy LP) Portfolio of qualified blockchain-based digital asset investments in AI, Distributed Compute, DePIN, and Real World Assets (RWA); for accredited investors seeking thematic next-generation blockchain exposure.
• Decentralized AI Strategy (Decentralized AI LP) Fund focusing on investments in blockchain-based projects driving innovation in AI, Distributed Compute, and DePIN; for accredited investors targeting decentralized AI infrastructure.
• No-Fee Crypto IRAs Self-directed individual retirement account option allowing accredited investors to hold cryptocurrency investments in tax-advantaged retirement accounts through partnerships with Equity Trust Company, Millennium Trust, and Alto IRA.
• Smartcrypto 15 Index LP Index-based cryptocurrency fund tracking a portfolio of 15 cryptocurrencies, charging a 2% annual management fee with no incentive allocation; for accredited investors seeking passive index exposure.
• Stablecoin Index LP Fund focusing on stablecoin investments within the Sarson Funds ecosystem; for accredited investors seeking low-volatility crypto exposure.
• American Crypto Academy Educational platform and network teaching cryptocurrency investing to financial professionals and their clients, providing Cryptocurrency 101 content and certification programs; supports advisor adoption of Sarson Funds products.

Quantifiable outcome

• Accredited investors gain access to cryptocurrency investments in both taxable and retirement accounts starting at $50,000
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Equity Trust CompanycoreOthersOne of three third-party IRA custodians that Sarson Funds works with to enable IRA investors to hold cryptocurrency investments in self-directed retirement accounts. Equity Trust Company provides custodial services for the no-fee crypto IRA offerings.
• Millennium TrustcoreOthersOne of three third-party IRA custodians that Sarson Funds works with to enable IRA investors to hold cryptocurrency investments in self-directed retirement accounts. Millennium Trust provides custodial services for the no-fee crypto IRA offerings.
• Alto IRAcoreOthersOne of three third-party IRA custodians that Sarson Funds works with to enable IRA investors to hold cryptocurrency investments in self-directed retirement accounts. Alto IRA provides custodial services for the no-fee crypto IRA offerings.
• American Crypto AcademyminorGTM or Marketing PartnerEducational partner organization providing cryptocurrency education and certification programs for financial professionals. Sarson Funds directs interested parties to the American Crypto Academy for deeper educational engagement and training on digital assets.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• 21Shares: Crypto ETP and fund sponsor offering a broad menu of single-asset and thematic crypto products across US and European markets. Comparable on multi-product crypto exposure (including DeFi, Web3, AI themes) and emphasis on institutional-grade product wrappers.
• Grayscale Investments: Largest crypto-focused asset manager offering single-asset and diversified crypto investment products to accredited and institutional investors. Closely comparable on product breadth (multi-strategy crypto exposure), accredited-investor channel, and emphasis on regulated US offerings.
• Osprey Funds: Digital asset manager offering crypto trust and fund products (including Osprey Bitcoin Trust and Polkadot Trust) primarily to accredited investors via wealth advisors. Comparable focus on regulated, US-domiciled crypto fund vehicles distributed through RIAs.
• Valkyrie Investments: Nashville-based digital asset manager offering crypto ETFs, hedge fund products, and venture exposure. Comparable structure as a multi-product crypto asset manager serving accredited and retail investors with both active and passive crypto exposures.
• Pantera Capital: One of the earliest and largest US-based crypto-focused hedge fund and venture firms, offering multi-strategy crypto funds and venture exposure to accredited investors. Most directly comparable to Sarson Funds in terms of LP fund structures, accredited investor focus, and multi-strategy crypto mandate.
• Bitwise Asset Management: Crypto index and active asset manager serving financial advisors and accredited investors with crypto index funds and the Bitwise Crypto Industry Innovators ETF. Comparable on index-style crypto products, advisor-distribution model, and education-led go-to-market strategy.
• Morgan Creek Digital: Digital asset subsidiary of Morgan Creek Capital offering crypto hedge funds, venture, and separately managed accounts to accredited and institutional investors. Comparable on multi-strategy crypto fund offerings, accredited/qualified purchaser channel, and thematic Web3/DePIN exposure.

Broad incumbents

• Fidelity Digital Assets: Fidelity Investments' institutional crypto custody, trading, and investment products arm serving hedge funds, RIAs, family offices, and pension funds. Comparable on institutional-grade research and emphasis on fiduciary compliance, though materially larger and broader in scope.
• WisdomTree Digital Assets: Established ETF sponsor that has expanded into crypto (Bitcoin, Ethereum, and broader digital funds) and competes for advisor mindshare. Comparable on advisor-distribution strategy and regulated fund wrappers, though WisdomTree is a broader incumbent with non-crypto product roots.
• Galaxy Digital: Diversified crypto-focused financial services and asset management platform spanning hedge funds, venture, trading, and investment products. Comparable on multi-strategy crypto fund offerings and institutional/wealth channel, though materially broader and larger than Sarson Funds.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/SarsonFunds
• YouTubeyoutube.com/sarsonfunds
• Facebookfacebook.com/SarsonFunds
• LinkedInlinkedin.com/company/sarson-funds

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries7 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sarson Funds