US$2.7M+ net worth
Individually or jointly with spouse, excluding primary residence.
Definition
What “qualified client” means.
Under SEC Advisers Act Rule 205-3 (effective June 29, 2026), a “qualified client” is an individual or entity with either:
US$1.4M+ AUM with the adviser
Assets under management with the adviser charging the performance-based fee.
STAXIS applies the performance fee tier only to qualified clients. For non-qualified users, the Power tier ($199/month) provides the same architecture and the same swarms — without the performance fee component.
For international clients outside the US: STAXIS applies qualified-client-equivalent criteria conservatively per counsel opinion. If you are not in the US, your status is reviewed in onboarding.
How it works
Four steps, in order.
Paper mode (free)
Connect your wallet (Privy) or exchange API key (Coinbase, Kraken, Gemini — trade-only). See the swarms in action. No commitment.
Sign the performance fee agreement
A 4-page agreement confirming qualified-client status and the fee structure. We provide a counsel-blessed template; you may negotiate.
Access full performance data
Once the agreement is signed, you see full canary and live performance data for all swarms — predicted-vs-realized, drawdown distributions, breaker events, audit logs.
Deploy capital
Start with whatever allocation you choose. Most QCs start with $50K–$300K. Add over time as you gain confidence with the architecture.
Fee structure
Performance-aligned, with a high-water mark.
0% management fee
No flat fee. No annual fee. No “platform fee.”
20% performance fee with high-water mark
We charge 20% only on positive returns above your previous peak. If we do not make you money above your high-water mark, we do not earn the performance fee.
Billed quarterly
Performance is measured quarterly. The HWM resets only on positive performance, never on negative.
No lockup
Cancel any time. Your funds remain in your own wallet or exchange account throughout.
No minimum
We do not impose a strategy-irrelevant minimum. Most QCs start with $50K–$300K.
First-10 cohort offer
For the first 10 qualified clients to onboard in Phase 1, the performance fee is reduced to 16% (instead of 20%). The reduction is permanent for the duration of the engagement.
Performance fees apply only to qualified clients per Advisers Act Rule 205-3.
Risks & disclosures
We say this directly so you can decide informedly.
Cryptocurrency trading involves substantial risk of loss.
You may lose some or all of your invested capital. Past performance is not indicative of future results.
The 2.5% / 3% circuit breaker is a technical risk control, NOT a guarantee of maximum loss.
Market gaps, slippage, exchange outages, liquidity events, or technical failures may cause losses exceeding 3%. STAXIS does not insure against losses.
Counterparty risk on your chosen venue.
STAXIS does not custody your capital. Your funds remain on your chosen exchange (Coinbase, Kraken, Gemini) or in your wallet (via Privy). If your exchange fails or your wallet is compromised, STAXIS is not liable.
STAXIS is not your tax advisor. Not your financial advisor. Not your fiduciary.
We provide infrastructure. You make the investment decision. Consult your CPA or wealth advisor before deploying capital.
Talk to founders
Founder-led, no sales pressure.
Phase 0-1 is founder-led sales. When you book a discovery call, you talk to Carolina or Carlos — the founders. A 30-minute structured conversation, no sales pressure.
Or email sales@staxis.ai.