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Bason Asset Management

Also known as bason

Wealth ManagerLakewood, United StatesFounded 2012
Lakewood
Headquarters
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Investment Focus

About Bason Asset Management

Smarter Portfolios. Sensible Fees

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Bason Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$848.8M
Total Clients
840
Filing Date
February 20, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Bason Asset Management across SEC, IRS, DOL and international registers — newest first.

FORM ADV
BASON ASSET MANAGEMENT
Feb 20, 2026
$848.8M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Bason Asset Management?

Bason Asset Management is a wealth manager based in Lakewood, United States.

Where is Bason Asset Management headquartered?

Bason Asset Management is headquartered in Lakewood, United States.

When was Bason Asset Management founded?

Bason Asset Management was founded in 2012.

How can I contact Bason Asset Management?

Verified contact details, key decision-makers, and investment preferences for Bason Asset Management are available on LPbacked. Create a free account to access them.