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Bason Asset Management LLC

● SEC registered since 2016CRD 165450SEC# 801-107297Lakewood, CO
Export (members)
Reg. AUM
$700.6M
Employees
2
Accounts
780
Location
Lakewood, CO

Bason Asset Management LLC assets under management

Bason Asset Management LLC operates as an SEC-registered investment adviser based in Lakewood, CO. The firm has been registered since 2016. It reports $700.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/jamesdosborneView on SEC.gov ↗

Bason Asset Management LLC owners & executives

1 reported
NameTitleOwnershipSince
James Daniel Osborne ControlManaging Member/CcoOver 75%2012

Frequently asked questions

How much does Bason Asset Management LLC manage?

Bason Asset Management LLC reports $700.6 million in regulatory assets under management on its Form ADV.

How many employees does Bason Asset Management LLC have?

Bason Asset Management LLC reports 2 employees.

Where is Bason Asset Management LLC located?

Bason Asset Management LLC is based in Lakewood, CO and has been SEC-registered since 2016.

Does Bason Asset Management LLC disclose fund performance?

Bason Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address355 S. Teller St., Suite 200, Lakewood, CO 80226
Phone720-446-8555
Office hours4-Aug
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$698M
Non-discretionary$2.6M
Total (RAUM)$700.6M