Base Management Co

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Assets, Funds, Holdings

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Base Management Co
CRD #104600
SEC #801-28328
CIK #
AUM $79.6 MM (2024-03-19)
Employees 1 (100% Investors, 0% Brokers)
Phone410-583-4828
Address600 Baltimore Avenue
Towson, MD 21204
Source [IAPD] [Website]
Total AUM ($MM)
14011284562801999200720162025
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)
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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
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