Baskets Capital LLC

Overview

Baskets Capital LLC is a small, fee-based advisory firm organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm’s stated investment preference is equities, with exchange-traded securities representing the dominant allocation across client accounts. Baskets Capital charges a percentage of assets under management and operates as an owner-managed practice serving individual and family clients rather than institutional plans or pension accounts. It is not positioned as an ESG-focused advisor, is not registered as a multi-state adviser, and does not identify as a capital allocator. Investment activity centers on liquid, publicly traded instruments—enabling tactical adjustments across client portfolios—and the firm supplements public holdings with third-party mutual funds and selective hedge fund allocations. Given the firm’s modest scale, portfolios are likely structured as separately managed accounts or similarly customized wrappers that allow for individualized positioning and direct stock or ETF ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices