Baskets Capital LLC
RIAState Registered
Total AUM
$13.8M
Discretionary
$13.8M
100% of AUM
Avg account
$251K
Accounts
55
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 315226
- Website
- www.basketscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Baskets Capital LLC is an independent registered investment adviser operating as a limited liability company and owned individually. The firm serves primarily individual and family clients, charging fees as a percentage of assets under management and offering portfolio management services geared toward individuals and small businesses. Its filings indicate it is not positioned as a capital allocator or pension consultant, it does not identify as an active ESG investor, and it does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds5%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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