BASIS SET BUILDERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
313162
Registered since
May 13, 2021

Firm profile

FINTRX

Overview

Basis Set Builders, LLC is an SEC-registered limited liability company that operates primarily as a sponsor, general partner and managing member of pooled investment vehicles. Registered in 2021, the firm’s activity centers on structuring and managing private funds rather than running traditional advisory relationships or retail accounts. It is not designated as a capital allocator and is not an active ESG investor. The firm's manager role points to hands-on fund management: sourcing deals, arranging fund economics and governance, executing capital calls and overseeing portfolio companies. The emphasis in the record is on venture capital as the dominant strategy, indicating a focus on private, equity-style investments in startups and growth-stage companies rather than listed securities or discretionary advisory mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

1 of 1
  • Xuezhao Lan

    FounderCRD 6841978

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

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
325 Sharon Park Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth