BASIS SET VENTURES, LLC
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 289323
- Registered since
- January 19, 2018
- Website
- www.basisset.com
Firm profile
FINTRXOverview
Basis Set Ventures, LLC is a limited liability company formed in 2018 that operates primarily as the sponsor, general partner and managing member of pooled investment vehicles. The firm is registered as a domestic entity with individual ownership interests and is classified in the source data as unclassified from a regulatory standpoint. It is not identified as a capital allocator, a multi-state adviser, an active ESG investor, or a pension consultant. The firm’s activities center on structuring and managing private pooled vehicles rather than providing traditional advisory services to retail clients. The available information does not list a distinct client base, fee schedule, or public advisory activities.
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
Contacts
1 of 1Xuezhao Lan
FounderCRD 6841978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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