Basepoint Advisors LLC

Fee-Only (% of Portfolio)

BasePoint Advisors (BPA) provides investment advisory services to pooled investment vehicles called BPA Funds. BPA primarily invests in credit opportunities and special situations within the specialty finance sector, including acquiring primary and secondary loans. BPA's affiliate, BasePoint Capital, is a commercial service provider to separately organized subsidiaries that provide debt and equity financing solutions. BPA principals and employees may invest in BPA Funds.

Assets Under Management$2.3B
Clients10
AdvisorsN/A
Avg. per Client$230M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

BasePoint Advisors does not directly manage investments for individual investors. They manage pooled investment vehicles (BPA Funds) and charge a management fee and/or performance fee (incentive fee or carried interest) based on the fund's performance.

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