BASILIC

Overview

Basilic is an independent RIA organized as a limited liability company that positions itself as a small, hands-on capital allocator serving both individual & family and institutional clients. The firm offers fee arrangements that include percentage-of-AUM billing as well as hourly and fixed-fee engagements, and it lists core advisory services such as financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection of other advisers. Basilic reports no active ESG program and is not designated as a multi-state adviser. On the investment side, the firm favors pooled vehicles and third‑party managers for alternative exposure while using mutual funds/public funds as its primary liquid sleeve. Industry affiliations indicate Basilic can act as an insurance company sponsor and has roles as a general partner or managing member of pooled investment vehicles, suggesting the firm not only allocates to outside funds but may also sponsor or administer private investment structures on behalf of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices