BASIS MANAGEMENT GROUP LLC

RIASEC RegisteredEst. 2017
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$519M
Accounts
4
Employees
52
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
282518
Registered since
July 31, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Basis Management Group LLC is a real estate-focused investment manager organized as a limited liability company and registered with the SEC since 2017. The firm’s principal activity is sponsoring and managing pooled real estate investment vehicles: it functions as sponsor, general partner and managing member for pooled funds and provides portfolio management for those vehicles. Its client base is institutional, and it operates under a fee model that combines a percentage-of-assets charge with performance-based fees. Investment activity centers on real estate fund strategies and delegated fund management. The firm sells other financial products in connection with its funds and typically takes an active governance role in the vehicles it manages. Basis Management Group is not designated as an active ESG investor and is reported as a single-state adviser for regulatory purposes.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • TAMMY JONES

    Co-Founder & CEOCRD 6621849

  • ADEKUNLE SHOYOMBO

    Chief Investment OfficerCRD 2400962

Contacts

1 of 1
  • RICHARD CADIGAN

    Managing DirectorCRD 5072331

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

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
180 Maiden Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth