Key Takeaways
- • Algoz, an Israeli-based Commodity Trading Advisor (CTA) registered with the NFA, has doubled assets under management to over $200 million, up from the $100 million threshold crossed in H1 2025.
- • The firm is launching a Cayman Islands-based fund with a US Feeder structure to provide regulatory access for US institutional investors previously unable to participate in self-managed account (SMA) solutions.
- • The new fund will deploy Algoz's Market Neutral strategy, generating returns with low volatility independent of broader cryptocurrency price movements, accepting investments in USD, Bitcoin, Ethereum, XRP, and Solana.
- • The fund targets family offices, institutional allocators, and digital asset treasury companies seeking alternatives to direct token holdings, with assets custodied through Algoz's own custody protection product and settled via off-exchange systems to minimize counterparty risk.
- • CEO Tal Teperberg cited SMA success as the catalyst for expansion, noting that many family offices and allocators lacked mandates to invest in SMAs, necessitating a fund structure to reach a broader institutional investor base.
Summary
Algoz has achieved significant growth in its crypto asset management business, doubling assets under management to more than $200 million as of October 2025. The Israeli-based firm, registered as a Commodity Trading Advisor with the National Futures Association, reached the $100 million AUM milestone in the first half of this year before achieving the doubling expansion in subsequent quarters. This growth has been driven by the firm's self-managed account solution, which currently manages more than 50 self-managed accounts for institutional clients.
To capitalize on demand from US-based institutional investors, Algoz is launching a new fund structure consisting of a Cayman Islands master fund with an accompanying US Feeder, designed to navigate regulatory restrictions that have limited participation among American professional institutions. According to CEO Tal Teperberg, many family offices and allocators operate under mandates that restrict direct investment in self-managed accounts, prompting the firm to package its proven strategy into a more accessible vehicle. "Our self-managed account solution has been superb, propelling us to over $200 million in AUM," Teperberg stated. "However, we discovered many family offices and allocators simply didn't have a mandate to invest in an SMA and so we believed the time was right to make a battle hardened and successful Market Neutral strategy available to a much wider investment group."
The new fund will deploy Algoz's Market Neutral strategy, which the company characterizes as generating consistent returns with low volatility independent of broader cryptocurrency market movements. The fund will accept investments denominated in US dollars, Bitcoin, Ethereum, XRP, and Solana, providing flexibility for institutions with varying treasury compositions. The firm targets family offices, institutional allocators, and digital asset treasury companies seeking alternatives to passive token holdings—a positioning that addresses a growing need among institutions seeking active management and risk mitigation in digital asset portfolios.
Risk management appears central to Algoz's value proposition. Fund assets will be custodied through the firm's own custody protection product and traded using an off-exchange settlement system designed to reduce counterparty risk—a critical consideration for institutional investors in the cryptocurrency space given the history of exchange failures and custody breaches. This infrastructure underscores Algoz's focus on institutional-grade operations and operational resilience.
To capitalize on demand from US-based institutional investors, Algoz is launching a new fund structure consisting of a Cayman Islands master fund with an accompanying US Feeder, designed to navigate regulatory restrictions that have limited participation among American professional institutions. According to CEO Tal Teperberg, many family offices and allocators operate under mandates that restrict direct investment in self-managed accounts, prompting the firm to package its proven strategy into a more accessible vehicle. "Our self-managed account solution has been superb, propelling us to over $200 million in AUM," Teperberg stated. "However, we discovered many family offices and allocators simply didn't have a mandate to invest in an SMA and so we believed the time was right to make a battle hardened and successful Market Neutral strategy available to a much wider investment group."
The new fund will deploy Algoz's Market Neutral strategy, which the company characterizes as generating consistent returns with low volatility independent of broader cryptocurrency market movements. The fund will accept investments denominated in US dollars, Bitcoin, Ethereum, XRP, and Solana, providing flexibility for institutions with varying treasury compositions. The firm targets family offices, institutional allocators, and digital asset treasury companies seeking alternatives to passive token holdings—a positioning that addresses a growing need among institutions seeking active management and risk mitigation in digital asset portfolios.
Risk management appears central to Algoz's value proposition. Fund assets will be custodied through the firm's own custody protection product and traded using an off-exchange settlement system designed to reduce counterparty risk—a critical consideration for institutional investors in the cryptocurrency space given the history of exchange failures and custody breaches. This infrastructure underscores Algoz's focus on institutional-grade operations and operational resilience.
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