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Basso Capital Management, L.P.

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Client assets under management

$2,557,557,914

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Clients

114

58% high-net worth

Advisors

3

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

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Clients per advisor

38

Low

Average account size

$22,434,719

About

Basso Capital Management advises family offices, high net worth and other individual investors and also serves pooled investment clients and sub-advised accounts; its services include discretionary and non-discretionary portfolio management as well as managing a private investment fund (Basso Select) and acting as a sub-adviser on a portion of a multi-manager pooled vehicle. The firm reports approximately $960 million in discretionary assets and $1.598 billion in non‑discretionary assets, and it provides both ongoing wealth-management guidance and occasional non‑discretionary advice to larger accounts.

The firm’s investment program spans public and private equities, fixed income, derivatives, futures, ETFs and interests in private vehicles, with asset‑allocation and investment policy statements used to tailor mandates to client risk profiles. Basso Select is principally invested in private equity and debt and sources co‑investments, while the Sub‑advised Account and the proprietary Basso Omni account focus on a highly liquid global fixed‑income trading strategy.

Distinctive aspects include its role as a private fund adviser with potential carried interest on Basso Select and the use of performance‑based compensation for the Sub‑advised Account, along with explicit allocation and aggregation procedures to address side‑by‑side management between the proprietary and sub‑advised strategies. The firm also delegates certain discretionary authority to a wholly owned UK subsidiary (BAUK), maintains pooled vehicle custody arrangements subject to annual audit procedures, and does not participate in wrap‑fee programs or soft‑dollar arrangements.

Client services

Portfolio management

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $2,000,000: 1% annually $2,000,001 - $4,999,999: 0.8% annually $5,000,000 - $9,999,999: 0.7% annually $10,000,000 - $29,999,999: 0.6% annually $30,000,000 - $249,999,999: 0.5% annually $250,000,000+: Negotiable

Performance-based

Performance-based fees charged only on the Sub-advised Account as agreed in the Sub-advisory Agreement; Client Accounts generally do not pay performance fees.

Other

Fee-only: Quarterly advisory fees based on AUM tiers; no commissions; Basso Omni not charged fees.

Main office location

Basso Capital Management, L.P.

1266 East Main Street, 4 Th Floor

Stamford CT 06902-3546, United States

Number of offices

4

Most active in

More info

California · Connecticut · Florida

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 203 352-6100

Advisors at this firm

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Rohan N

CFP®

Stamford, CT

Basso Capital Management, L.P.

Rohan Nayak is a CFP® with 12 years of industry experience. He is currently with Basso Capital Management, L.P., having joined the firm in 2025. Prior to this, he worked at FundX Investment Group for six years and Bell Investment Advisors, Inc. for nine years. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing a proprietary-money account.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner
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Janet B

Series 65

Stamford, CT

Basso Capital Management, L.P.

Janet Brown is a financial advisor at Basso Capital Management, L.P. with 28 years of industry experience. She holds a Series 65 designation and previously worked at FundX Investment Group for 26 years and One Capital Management, LLC for 3 years before joining Basso Capital Management in 2025. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and investment mandates, and also serves as sub-adviser to a multi-manager pooled fund while managing proprietary accounts with complex strategies including leverage and derivatives.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner
user avatar

Mark D

Series 65

Stamford, CT

Basso Capital Management, L.P.

Mark Dea is a financial advisor at Basso Capital Management, L.P. with one year of industry experience. He holds a Series 65 designation and previously worked at One Capital Management, LLC and FundX. Basso Capital Management advises family offices and high net worth individuals, offering discretionary portfolio management and non-discretionary advisory services across a wide range of instruments. The firm develops customized asset-allocation plans and serves as sub-adviser to a multi-manager pooled fund, managing both proprietary and client assets with strategies that include leverage, hedging, and derivatives.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner
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