Basso Capital Management, L.P.
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 132311
- Registered since
- April 12, 2005
- Website
- bassocap.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI99.06%
- Individuals0.92%
- Pooled Investment Vehicles0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Basso Capital Management, L.P. is an independent registered investment adviser organized as a limited partnership and SEC-registered since 2005. The firm operates as a capital allocator for both individual/family and institutional clients, offering portfolio management for individuals and small businesses as well as for pooled investment vehicles. Its service and fee mix includes percentage-of-AUM fees, fixed fees, and performance‑based arrangements. Basso also identifies as a commodity pool operator/commodity trading adviser (CPO/CTA). The firm does not position itself as an ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Other35%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds20%
- Non-Investment Grade Corp Bonds14%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Stephen Bowley
Chief Financial OfficerCRD 5736736
Marc Seidenberg
General Counsel & Chief Compliance OfficerCRD 5736719
Contacts
3 of 4
Rohan Nayak
Senior Wealth ManagerCRD 6066126
Mark Dea
TraderCRD 7904745
Janet Brown
Portfolio ManagerCRD 838427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$421M in ETFs
82%
$346M
13%
$74.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $47.8M | 69,593 | 11.35% |
Location
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- 1266 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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