Base Management Co

Overview

Base Management Co. is a small, corporation-structured registered investment adviser that has been operating since 1986. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management for individuals, small businesses and for businesses or institutions. Its advisory model mixes discretionary management with non-discretionary relationships and uses a combination of percentage-of-AUM, hourly and fixed-fee billing, which allows flexibility for different client needs. Investment activity skews toward publicly traded equities as the core allocation. Exchange-traded equities and ETFs are the dominant exposure, with active equity preference evident in filings. The firm also supplements public equity exposure with mutual funds and allocates to third-party hedge fund managers as its primary alternative allocation. Base Management Co. does not list itself as an active ESG investor and is not presented as a multi-state adviser in its regulatory summary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices