Base Management Co
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$95,490,250
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
35
77% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$2,728,293
About
BASE Management Company provides discretionary investment supervisory services for U.S. entities, managing actively administered equity portfolios for individuals, trusts, charitable organizations and corporations. The firm handles both discretionary and non‑discretionary accounts and also offers consultative, hourly services when appropriate.
Its investment approach is actively managed and value‑oriented, seeking to exploit price–sentiment dislocations through fundamental analysis supplemented by technical factors and a probabilistic view of risk. The brochure describes a range of account types — Preservation and Growth, Balanced, Growth, Capital Appreciation (with an insider‑activity screen) and Momentum accounts — with diversification emphasized except where momentum strategies permit greater concentration.
What is less common for a small independent adviser is the explicit inclusion of charitable and corporate clients and the willingness to act in fiduciary capacities such as trustee or personal representative. The brochure also emphasizes a founder‑driven investment philosophy, a long operating history (since 1986), and an acknowledgement that the firm’s strategies may show low correlation with broad market averages.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Negotiable fixed fees for consultative/custom services, terms vary by contract
$0 - $10,000,000: 0.8% $10,000,000+: 0.4%
$100 to $500 per hour, typically charged in arrears
Main office location
Base Management Co
600 Baltimore Avenue, Adams Bldg, Suite 306
Towson MD 21204, United States
Number of offices
1
Most active in
Base Management Co has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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