Basso Capital Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 27, 2026, reports $2.6B in regulatory assets under management, 12 employees, 3 offices, and 115 accounts.
Assets Under Management
$2.6B
Employees
12
Offices
3 offices
Total Clients
115
Primary office
STAMFORD, CT
1266 EAST MAIN STREET, 4TH FLOOR, STAMFORD, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.4% of total clients.
Top client categories% of clientsClients
1
HNWI
57.4%
66
2
Individuals
41.7%
48
3
Pooled Investment Vehicles
0.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of May 29, 2026
Discretionary37.5%
$960M
38% of total RAUM37.5%
Non-discretionary62.5%
$1.6B
62% of total RAUM62.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.6B
Total Accounts115
10Y AUM Change+$200M (+8.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee10:1
10Y Employee Change-10 (-45.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.