BASEPOINT ADVISORS LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 316715
- Registered since
- November 3, 2021
- Website
- www.basepointadvisors.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Basepoint Advisors LLC is an SEC-registered investment adviser organized as an LLC in 2021 that serves institutional clients. The firm’s advisory focus is portfolio management for pooled investment vehicles; it also functions in sponsor/GP and managing-member roles for pooled structures and maintains industry ties with banking and insurance entities. Compensation arrangements include both a percentage-of-AUM fee schedule and performance-based fees, consistent with management of pooled funds and incentive-aligned strategies. The firm does not identify as an ESG-focused investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2MATTHEW KANE
Chief Compliance Officer & General CounselCRD 7062370
ERIC SCHNEIDER
Chief Executive OfficerCRD 4212276
Contacts
2 of 2JAY GRACIN
General CounselCRD 3036309
ANGELA KAY
Global HeadCRD 4651750
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 75 Rockefeller Plz
- Time zone
- ET (UTC-5)
- Office locations
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