|
⚲
|
| Base Management Co
✚
|
|
|---|---|
| CRD # | 104600 |
| SEC # | 801-28328 |
| CIK # | |
| AUM | $79.6 MM (2024-03-19) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 410-583-4828 |
| Address | 600 Baltimore Avenue Towson, MD 21204 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 9.9 |
| (b) Individuals (high net worth individuals) | 25 | 64.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 79.6 |
| By Discretionary | ||
| Discretionary | 27 | 52.5 |
| Non-Discretionary | 13 | 27.1 |
| Total | 40 | 79.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 79.6 | |
| Total | 40 | 79.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Grupp Financial LLC
✚
|
WY | 0.1 |
|
VAM Group LLC
✚
|
PA | 0.1 |
|
Trott Brook Financial Inc
✚
|
MN | 0.1 |
|
Vesto Advisors LLC
✚
|
NY | 0.1 |
|
Komorebi Global LLC
✚
|
FL | 0.1 |
|
KJ Capital Management LLC
✚
|
NY | 0.1 |
|
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
|
Layline Advisors LLC
✚
|
NY | 0.1 |
|
Eagan Capital Management LLC
✚
|
NY | 0.1 |
|
Washington Square Capital Management LLC
✚
|
NY | 0.1 |