Basso Capital Management, L.P.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,557,557,914
Clients
114
Advisors
3
of 12 employees
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
Expertise
Occupation focus
Fee options
$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 fees charged only on the Sub-advised Account as agreed in the Sub-advisory Agreement; Client Accounts generally do not pay performance fees.
Fee-only: Quarterly advisory fees based on AUM tiers; no commissions; Basso Omni not charged fees.
Main office
1266 East Main Street
Stamford CT 06902
Advisors at this office
3
Most active in
California · Connecticut · Florida
Also doing business as
Basso Capital Group · Basso Capital Management, L.P. · Basso Family Office · Basso Private Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Advisors at this firm
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.
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.
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.
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