BASIS MANAGEMENT GROUP LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 282518
- Registered since
- July 31, 2017
- Website
- www.basisinvgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Basis Management Group LLC is a real estate-focused investment manager organized as a limited liability company and registered with the SEC since 2017. The firm’s principal activity is sponsoring and managing pooled real estate investment vehicles: it functions as sponsor, general partner and managing member for pooled funds and provides portfolio management for those vehicles. Its client base is institutional, and it operates under a fee model that combines a percentage-of-assets charge with performance-based fees. Investment activity centers on real estate fund strategies and delegated fund management. The firm sells other financial products in connection with its funds and typically takes an active governance role in the vehicles it manages. Basis Management Group is not designated as an active ESG investor and is reported as a single-state adviser for regulatory purposes.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2TAMMY JONES
Co-Founder & CEOCRD 6621849
ADEKUNLE SHOYOMBO
Chief Investment OfficerCRD 2400962
Contacts
1 of 1RICHARD CADIGAN
Managing DirectorCRD 5072331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 180 Maiden Ln
- Time zone
- ET (UTC-5)
- Office locations
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