Base Management Co

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Assets, Funds, Holdings

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Base Management Co
CRD #104600
SEC #801-28328
CIK #
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone410-583-4828
Address600 Baltimore Avenue
Towson, MD 21204
Source [IAPD] [Website]
Total AUM ($M)
14011284562801999200720162025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 14 9.9
(b) Individuals (high net worth individuals) 25 64.2
(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 5.4
(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 40 79.6
By Discretionary
Discretionary 27 52.5
Non-Discretionary 13 27.1
Total 40 79.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 79.6
Total 40 79.6
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