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BASIS MANAGEMENT GROUP LLC

NEW YORK, NY · CRD 282518 · IAPD ↗ · basisinvgroup.com · 212-842-5712

$2.07BRegulatory AUM
44Advisory reps
52Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — BASIS MANAGEMENT GROUP LLC reported RAUM up 56% ($1.33B -> $2.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — BASIS MANAGEMENT GROUP LLC grew from 39 to 44 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
62
April 2024 — BASIS MANAGEMENT GROUP LLC grew from 33 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.