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BASEPOINT ADVISORS LLC

NEW YORK, NY · CRD 316715 · IAPD ↗ · basepointgroup.com · 212-634-9900

$3.27BRegulatory AUM
2Advisory reps
25Employees
0Clients
n/aPlanning clients
9Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — BASEPOINT ADVISORS LLC reported RAUM up 42% ($2.31B -> $3.27B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — BASEPOINT ADVISORS LLC reported RAUM up 71% ($1.35B -> $2.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — BASEPOINT ADVISORS LLC crossed $1B in regulatory AUM ($706.4M -> $1.35B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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