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 institutional registered investment adviser organized as a limited liability company and registered in 2021. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. Its ownership is a combination of a domestic entity and an individual, and its compensation model includes both a percentage-of-AUM fee and performance-based fees. The adviser is not identified as an active ESG investor and is not designated as a multi-state adviser or a capital allocator. Reported industry affiliations include relationships with banking or thrift institutions, insurance companies, and roles as sponsor, general partner, or managing member of pooled investment vehicles.
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 2
Matthew Kane
Chief Compliance Officer & General CounselCRD 7062370
Eric Schneider
Chief Executive OfficerCRD 4212276
Contacts
2 of 2
Angela Kay
Global HeadCRD 4651750

Jay Gracin
General CounselCRD 3036309
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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