BASA ADVISORS

RIASEC RegisteredEst. 2018
Total AUM
$95.7M
Discretionary
$95.7M
100% of AUM
Avg account
$95.7M
Accounts
1
Employees
14
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
290034
Registered since
July 13, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Basa Advisors is a corporate-structured investment manager formed and SEC-registered in 2018 that operates as a private equity fund manager serving institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it also functions as sponsor/GP and managing member of those pooled vehicles rather than acting as an independent capital allocator. Ownership is reported as a combination of a domestic entity and an individual. Compensation combines a percentage-of-assets-under-management fee with performance-based fees. Basa Advisors does not position itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Zachary Drake

    Vice President, Chief Compliance Officer and In-House CounselCRD 6962953

  • Nathan McGough

    Chief Financial OfficerCRD 6962956

Contacts

2 of 2
  • MICHAEL FOSTER

    Financial AdvisorCRD 1518989

  • LARY KNOWLTON

    Co-Founder, Executive Vice PresidentCRD 1829878

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
14875 Landmark Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth