|
⚲
|
| Base Management Co
✚
|
|
|---|---|
| CRD # | 104600 |
| SEC # | 801-28328 |
| CIK # | |
| AUM | $95.0 MM (2023-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 410-583-4828 |
| Address | 600 Baltimore Avenue Towson, MD 21204 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.3 |
| (b) Individuals (high net worth individuals) | 30 | 85.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 95.0 |
| By Discretionary | ||
| Discretionary | 28 | 49.4 |
| Non-Discretionary | 10 | 45.6 |
| Total | 38 | 95.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.0 | |
| Total | 38 | 95.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Severin Investments LLC
✚
|
MO | 0.1 |
|
Milestone Wealth LLC
✚
|
NY | 0.1 |
|
Seattle Wealth Management LLC
✚
|
WA | 0.1 |
|
LPK Investment Group LLP
✚
|
NY | 0.1 |
|
Grimaldi Portfolio Solutions Inc
✚
|
NY | 0.1 |
|
Integrated Wealthcare LLC
✚
|
NC | 0.1 |
|
Florida Financial Advisors LLC
✚
|
FL | 0.1 |
|
Financial Counseling Inc
✚
|
OH | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
Holdun Family Office LLC
✚
|
FL | 0.1 |