BASECAMP WEALTH ADVISORS, LLC

Overview

Basecamp Wealth Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm provides financial planning and portfolio management across individual, small-business and institutional client types, and also acts as a selector of other advisers when appropriate. Its fee model combines a percentage-of-AUM component with fixed-fee engagements. The adviser is not an active ESG investor and reports multi-state activity as limited. As a capital allocator, the firm blends public pooled vehicles with allocations to external alternative managers. That mix supports a core-satellite approach: core exposure executed with public funds and mutual funds, while private equity, venture capital, real estate, private credit and hedge funds are used selectively to pursue return enhancement, diversification and income objectives for clients who can tolerate illiquidity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices