Bas Management, LLC (Portland)

Bas Management, LLC is a large advisory firm based in Portland. It manages $40.28 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Oregon.

Bas Management provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bas Management: assets under management

The assets under management (AUM) of Bas Management, LLC is $40.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bas Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bryant Joseph Jaksic	Member	1 Oct 2006	25% - 50%	2307926
Blake Edward Singer	Member	1 Oct 2006	50% - 75%	1471922

Based in Portland

The principal office where Bas Management, LLC performs its advisory services is located at 121 Sw Morrison Street, Suite 450, Portland, OR 97204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-227-6800 or by fax 503-227-3648. The normal business hours are 7am-4pm on Monday - Friday.

Bas Management, LLC (Portland)

Bas Management: assets under management

Fees & Commissions

Indirect Owners

Based in Portland

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