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Bastion Management II LLC

● SEC registered since 2021CRD 309685SEC# 801-120915Stamford, CT
Export (members)
Ranks #3,716 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$455M
Fund GAV
$353.7M
Private funds
3
Employees
10
Accounts
4
Location
Stamford, CT

Bastion Management II LLC assets under management

Bastion Management II LLC is an investment advisory firm registered with the SEC based in Stamford, CT. The firm has been registered since 2021. It reports $455 million in regulatory assets under management and employs 10 people. Bastion Management II LLC manages 3 private funds with combined gross assets of $353.7 million, including Bastion Funding IV LLC. By regulatory assets, it ranks 3,716 of 5,911 private fund managers.

Bastion Management II LLC private funds

3 funds · $353.7M GAV
FundTypeGross assetsMin.
Bastion Funding IV LLCOther Private$124.3M$50K
Bastion Funding VI LPOther Private$115.9M$50K
Bastion Funding V LPOther Private$113.5M$1M

Bastion Management II LLC owners & executives

9 reported
NameTitleOwnershipSince
Jesse Joseph Keig ControlChief Financial OfficerUnder 5%2024
John Braden ControlSenior ManagingUnder 5%2016
Mary Jo Moon HayesChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Bastion Management II LLC manage?

Bastion Management II LLC reports $455 million in regulatory assets under management on its Form ADV.

How many private funds does Bastion Management II LLC manage?

Bastion Management II LLC manages 3 private funds with combined gross assets of $353.7 million.

How many employees does Bastion Management II LLC have?

Bastion Management II LLC reports 10 employees.

Where is Bastion Management II LLC located?

Bastion Management II LLC is based in Stamford, CT and has been SEC-registered since 2021.

Does Bastion Management II LLC disclose fund performance?

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

Contact & registration

Address281 Tresser Blvd, Suite 1505, Stamford, CT 06901
Phone+1-203-594-9264
Fax312-595-7208
Office hours9 a.m.- 6p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$353.7M
Non-discretionary$101.2M
Total (RAUM)$455M

Service providers