BASA ADVISORS
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 290034
- Registered since
- July 13, 2018
- Website
- basaresources.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Zachary Drake
Vice President, Chief Compliance Officer and In-House CounselCRD 6962953
Nathan McGough
Chief Financial OfficerCRD 6962956
Contacts
2 of 2MICHAEL FOSTER
Financial AdvisorCRD 1518989
LARY KNOWLTON
Co-Founder, Executive Vice PresidentCRD 1829878
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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